Senior Associate, Account Manager

Vestwell

Account Manager responsible for retaining ARR clients at Vestwell. Collaborating across teams to enhance client satisfaction and managing account operations.

Posted 7/21/2026full-timeNew York City • Arizona, New York, Pennsylvania, Texas • 🇺🇸 United StatesSenior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong account management capabilities with a focus on client relationship retention, proactive communication, and process improvement. Proficient in managing multiple inquiries while ensuring superior customer service and attention to detail.

Highest-signal resume keywords

Client Relationship ManagementRetirement Industry ExperienceProficiency in Excel/Google SheetsStrong Time Management SkillsOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementBasic CalculationsProcess CreationClient DocumentationService Improvement

Soft Skills

Positive AttitudeProactive CommunicationTeam MentalityAttention to DetailMultitasking Ability

Tools & Technologies

ExcelGoogle SheetsWordGoogle DocsAdobe Acrobat

Industry Keywords

Customer ServiceClient SatisfactionInbound InquiriesComplaint ResolutionARR Clients

About the role

Key responsibilities & impact

Manage and retain relationships with top ARR clients & pooled plans
Understand business goals and challenges of clients
Collaborate with internal teams to resolve client issues
Conduct proactive outreach to clients for service improvements
Create processes and resources for account management operations
Be the first point of contact for inbound inquiries
Conduct timely follow-ups to ensure client satisfaction
Communicate in a relatable way to promote trust
Support team in handling complaints and providing solutions
Document updates to client accounts

Requirements

What you’ll need

College degree and/or equivalent customer service experience
2-4 years of retirement industry experience, preferred
Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
Strong time management and organizational skills
Strong commitment to superior customer service
Positive and proactive attitude
Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat
Excellent attention to detail and accuracy, proficient with numbers and basic calculations
Highly organized with the ability to manage multiple work streams simultaneously
Self-starter mentality

Benefits

Comp & perks

comprehensive health benefits
generous time off
dedicated Employee Wellbeing Committee
hybrid work model providing flexibility and access to collaborative offices
competitive 401(k) plan