Vestwell
New York City or Austin or King of Prussia or Scottsdale
Senior Associate, Financial Services
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Apply to Senior Associate, Financial Services at VestwellJob details
- Location
- New York City or Austin or King of Prussia or Scottsdale
- Work type
- Hybrid
- Compensation
- $60,000 - $70,000/yr
- Posted
- Jul 18, 2026
- Apply on
- job-boards.greenhouse.io
About this role
2+ years in retirement or financial services client-facing roles; strong customer service, critical thinking, and time management; proficiency with Excel/Google Sheets, Word/Google Docs, and Adobe Acrobat.
What you'll do at Vestwell:
- answering inquiries
- resolving issues
- managing accounts
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