Senior Associate, Employer Services (Fintech)

TL;DR

Senior Associate, Employer Services (Fintech): Managing a book of business for advisors and sponsors to ensure servicing needs are met with an accent on client satisfaction and cross-functional problem solving. Focus on resolving client issues through high-volume communication, optimizing platform feedback, and ensuring adherence to service level requirements.

Location: Hybrid. Must be based in or work from offices in Austin, King of Prussia, or Scottsdale

Salary: $60,000 - $75,000 base

Company

A financial technology company powering the new savings economy through a platform for retirement, education, and healthcare savings.

What you will do

• Manage a book of business for advisors and sponsors to ensure administrative and servicing needs are met.
• Collaborate cross-functionally to resolve client issues and act as the voice of the client internally.
• Handle a high volume of inbound phone calls and email inquiries with detailed and timely responses.
• Provide data-driven insights to product teams to improve the platform roadmap.
• Host or moderate webinars to guide sponsors through registration and portal usage.
• Document client account updates and escalate complex issues to Legal and Compliance teams.

Requirements

• Strong critical thinking and problem-solving skills.
• Proficiency with Excel/Google Sheets, Word/Google Docs, and Adobe Acrobat.
• Excellent attention to detail and accuracy with numbers and basic calculations.
• Ability to multitask in a high-volume inquiry environment.
• Commitment to superior customer service and a proactive attitude.

Nice to have

• Retirement industry experience.
• Certifications: Series 6, 7, 63, 65, 66.
• QKS, QKA, QKC certifications.

Culture & Benefits

• Comprehensive health benefits and generous time off.
• Competitive 401(k) plan.
• Hybrid work model providing flexibility and access to collaborative offices.
• Dedicated Employee Wellbeing Committee.

Hiring process

• 1-2 introductory conversations to discuss background and interests.
• Skills or experience-based assessment.
• Virtual or in-person interview panel.
• Reference checks with a manager and a peer.