PitchMeAI Jobs
Vestwell

Senior Associate, Financial Services

Vestwell · New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ

Posted about 3 months ago · $60K - $70K

or apply directly on Vestwell's site. We never take the application ourselves.

Is this posting real?

This role has been open
80 days
Vestwell's roles stay open a median of 80 days
Reposted
No
Salary listed
Yes
95% of Vestwell's roles list one
Ghost-job risk at Vestwell
high
20 stale, 1 reposted of 21 open
Hiring momentum
35 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-10-22

Measured from postings appearing on and disappearing from Vestwell's own greenhouse board since 2026-08-03. Full hiring picture for Vestwell.

About this role

As a Senior Associate in Employer Services at Vestwell, you will be the first point of contact for clients, managing inquiries and ensuring their servicing needs are met. Your role involves collaborating with internal teams to resolve client issues, providing accurate responses to inquiries, and participating in client calls. You will also analyze client needs and share insights to improve the platform, all while maintaining a focus on delivering exceptional customer service.

Our read on this posting3.4out of 5
benefits
3/5
freshness
1/5
career value
4/5
role clarity
4/5
pay transparency
5/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Vestwell as an employer.

What you need

  • Minimum of 2 years working within a Services role in the Retirement or Financial Services industry
  • Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
  • Strong time management and organizational skills
  • Strong critical thinking and problem-solving skills
  • Commitment to superior customer service
  • Curiosity and a desire to learn

Nice to have

  • Retirement industry experience
  • Series 6, 7, 63, 65, 66
  • QKS, QKA, QKC

What you get

  • Comprehensive health benefits
  • Generous time off
  • Employee Wellbeing Committee
  • Hybrid work model
  • Access to collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale
  • Competitive 401(k) plan

Worth weighing

  • No specific salary details provided beyond the range of $60K - $80K
  • Role involves handling a high volume of client inquiries which may be stressful
  • The position requires strong problem-solving skills and adaptability in a fast-paced environment

Summarised from Vestwell's posting. Read the full original.

Listed by Vestwell on their greenhouse job board, last confirmed open on 2026-10-22. PitchMeAI is not the employer.

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