Senior Associate, Relationship Management (529 & CSA)

Vestwell Government Savings (VGS), a subsidiary of Vestwell Holdings Inc., serves as the trusted administrator for over 30 programs, supporting 529 education savings, ABLE disability savings, state auto-IRA programs and Child Savings Accounts (CSA). Vestwell is adding a Relationship Management Senior Associate to help service its 529 and CSA partners. The role operates as a strategic, independent contributor supporting the team in delivering value to 529 and CSA partners, managing escalated client issues, and acting as a trusted point of contact for internal stakeholders and partners. The expected base salary range is $70K - $80K base, based on NY and other similar metro areas, and may differ based on where the role is ultimately hired. This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office as part of Vestwell's hybrid in-office operation.

Responsibilities

Develop partner relationship plans, monitor progress, and actively participate in status meetings; Use independent discretion and good judgment to handle complaints, troubleshoot problems, and implement solutions independently; Partner cross-functionally with Middle Office, Operations, Product, Finance, Legal, and Compliance teams to implement strategies and tactics designed to achieve partner objectives; Communicate effectively across teams and with partners via written communication, phone, videoconference, and occasionally in person; Assist in meeting all partner reporting requirements, ensuring accurate and timely delivery; Gather, analyze, and evaluate information to solve problems using reasoned judgment and expertise; Own the response to escalated partner issues, independently assessing situations, orchestrating internal resources, and resolving concerns with urgency and professionalism; Act as a proactive collaborator within the team and across departments, supporting seamless partner experiences; Understand the applicability of regulatory requirements to resolve governance issues and support partner success; Exercise independent judgment in recommending solutions and improvements to processes, workflows, and partner engagement strategies; Maintain clear and accurate documentation of communications, project status, and issue resolution for accountability and audit readiness

Requirements

Team mentality and the ability to multitask while attending to a high volume of incoming inquiries; 1-3 years of experience including client service; Strong time management skills to ensure the timeliness of all proactive and reactive communications; Strong commitment to superior customer service; Positive and proactive attitude; Critical problem solving skills; Strong organizational, analytical and prioritization skills; Excellent written and verbal communication skills

Benefits

Comprehensive health benefits; Generous time off; Dedicated Employee Wellbeing Committee; Hybrid work model; Competitive 401(k) plan; Eligibility to participate in the Company Bonus Pool; Eligibility to receive new hire equity in the Company