Associate, Retirement Plan Services
Vestwell - Scottsdale, AZ
Hiring: Associate, Retirement Plan Services Company: Vestwell Location: Scottsdale, AZ Job Posted Time: 2026-09-17 03:48:57 Employment Type: Hybrid Target Skills & Keywords : Asana, Jira, Zendesk About the job Experience: •1-3 years of retirement industry experience, preferred. •3 years of retirement industry experience, preferred. Required Skills: •Successful candidates will be responsible for supporting incoming employer plan administration inquiries, change orders, and supporting multiple cross-functional teams across the organization. Qualifications: •College degree and/or equivalent customer service experience •You're flexible, creative, team-oriented, results-driven, can effectively collaborate with both internal and external stakeholders. •Strong communication, critical thinking, and organization skills. •Proven ability to think analytically & operate independently within set deadlines •Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices •Team mentality and the ability to multitask while attending to a high volume of incoming inquiries •This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation. •The expected base salary range for this position is $60K - $70K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. Compensation: •Flexible work environment (work from home / hybrid options) •And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!