Senior Associate, Financial Services (Fintech)

TL;DR

Senior Associate, Financial Services (Fintech): Managing client relations and administration for Plan Sponsors in the retirement and healthcare savings sector with an accent on issue resolution and cross-functional coordination. Focus on solving complex client tickets, facilitating platform improvements through data-driven insights, and ensuring high service level standards.

Location: Hybrid. Must be based in New York, NY, Austin, TX, King of Prussia, PA, or Scottsdale, AZ

Salary: $60,000 – $70,000 base

Company

Financial technology company redefining how people save for retirement, education, and healthcare needs.

What you will do

• Manage a book of business for advisors and sponsors, ensuring all administration and servicing needs are met.
• Resolve client issues via email and phone, utilizing online tools to handle one-touch tickets at first contact.
• Collaborate cross-functionally to resolve client satisfaction issues and serve as the voice of the customer.
• Provide data-driven insights to product teams to enhance the platform and planning roadmap.
• Host and moderate webinars to guide sponsors through portal registration and navigation.
• Adhere to internal and client-facing Service Level agreements (SLAs).

Requirements

• Minimum of 2 years of experience in Services roles within the Retirement or Financial Services industry.
• Must be based in New York, NY, Austin, TX, King of Prussia, PA, or Scottsdale, AZ for hybrid office attendance.
• Strong critical thinking, problem-solving, and time management skills.
• Proficiency with Excel/Google Sheets, Word/Google Docs, and Adobe Acrobat.
• Excellent attention to detail and accuracy with numerical calculations.

Nice to have

• Additional experience in the Retirement industry.
• Industry certifications: Series 6, 7, 63, 65, 66.
• Certifications: QKS, QKA, or QKC.

Culture & Benefits

• Comprehensive health benefits and a competitive 401(k) plan.
• Generous time off and a dedicated Employee Wellbeing Committee.
• Hybrid work model combining flexibility with collaborative office environments.
• Eligibility for the Company Bonus Pool and new hire equity.

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 current/former manager and a peer.