CrawlJobs Logo

Senior Associate, Employer Services

fin.capital Logo

Fin Capital

Location Icon

Location:
United States , New York ▼

Category Icon
Category:
Customer Service

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

65000.00 - 70000.00 USD / Year
Save Job
Save Icon
Apply Position

Job Description:

We are seeking an energetic and reliable professional to join our team as an Employer Services Senior Associate. Successful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing critical thinking and problem-solving skills company policies to solve client issues, and escalating challenges to the managerial team when necessary. As a Senior Associate, Employer Services at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues.

Job Responsibility:

  • Partner with your designated team and cross-functionally with Partner Success Managers to manage a pod consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues
  • Manage client expectations to avoid any disconnects with process and timing standards
  • Collaborate across all internal teams in order to resolve any client issues and be the voice between our internal teams and our client to manage resolution, feedback, and satisfaction
  • Share data-driven insights with our product teams to improve our platform and planning roadmap
  • Lead and/or attend scheduled client conference calls to provide plan status and updates on remediation of any client issues
  • Being the friendly, knowledgeable first point of contact for inbound client phone and email inquiries
  • Conducting appropriate and timely follow up to ensure the highest level of service
  • Communicating in a relatable, humanized way to promote trust and allegiance
  • Creating tickets and providing follow-up as required
  • Adhering to client-facing and internal Service Level requirements
  • Handling complaints, troubleshooting problems, and providing solutions
  • Effectively gathering and analyzing information while using reason and good judgment to solve client problems
  • Researching with the Vestwell team, as needed, to resolve inbound inquiries and respond to clients within promised deadlines
  • Providing complete/accurate responses issued with empathy and understanding
  • Posting interaction within our tooling to document updates to client accounts
  • Conduct team training and assist with peer-to-peer coaching and development as needed, ensuring team members are up-to-date on industry trends, best practices, and product changes
  • Own projects and tasks as assigned, ensuring high-quality project delivery and adherence to timelines
  • De-escalate client issues by providing timely, informative communication and building trust and rapport with Vestwell clients and advisors
  • Host or moderate webinars, walking sponsors through the registration and the portal, and answering questions

Requirements:

  • Fintech, Financial Services, or Retirement industry experience
  • Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
  • Develop and maintain a strong business partnership with Plan sponsor and vendors
  • Strong time management skills to ensure the timeliness of all proactive and reactive communications
  • Strong commitment to superior customer service
  • Positive and proactive attitude
  • Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless office
  • Excellent attention to detail and accuracy, proficient with numbers and basic calculations

Nice to have:

  • Series 6, 7, 63, 65, 66
  • QKA, QKC
  • Six sigma
  • Previous experience from Payroll, Employee Benefits
What we offer:
  • Competitive health coverage
  • Generous vacation offering
  • Hybrid office policy
  • Great 401(k) plan

Additional Information:

Job Posted:
February 17, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Icon
Fin Capital - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Senior Associate, Employer Services

Senior Associate Employment Solicitor

A fantastic opportunity for a 4+ PQE Employment Solicitor to join a national hea...
Location
Location
United Kingdom , Birmingham
Salary
Salary:
65000.00 - 80000.00 GBP / Year
https://www.douglas-scott.co.uk Logo
Douglas Scott
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong contentious and advisory employment experience
  • Comfortable managing complex litigation as part of a team
  • TUPE and transactional experience desirable
  • NHS or independent healthcare knowledge a bonus
  • Confident supervising others and managing client relationships
  • Passion for public services and making a difference through law
Job Responsibility
Job Responsibility
  • Manage a varied caseload of employment matters
  • Advise on TUPE, restructures, senior exits, workforce planning
  • Support employment aspects of corporate/healthcare transactions
  • Supervise junior team members
  • Deliver client training and assist with business development
What we offer
What we offer
  • 25 days’ holiday
  • Private medical insurance
  • Discretionary bonus scheme
  • Pension
  • Life assurance
  • Biennial health assessments
  • Hybrid working
  • Fulltime
Read More
Arrow Right

Senior Associate in Employment

The firm is seeking a Senior Associate with 4–8 years PQE to join their Employme...
Location
Location
United Kingdom , Edinburgh
Salary
Salary:
65000.00 - 85000.00 GBP / Year
https://www.douglas-scott.co.uk Logo
Douglas Scott
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4–8 years PQE
  • strong organisational skills
  • proven ability to manage a heavy caseload
  • experience supervising junior colleagues
  • commercial, client-focused approach
Job Responsibility
Job Responsibility
  • manage complex tribunal litigation
  • provide non-contentious advice across sectors such as education, retail, financial services, and technology
What we offer
What we offer
  • structured training
  • mentoring
  • international exposure
  • hybrid and agile working policies
  • healthcare
  • dental
  • wellness programs
  • performance-based rewards
  • robust retirement planning options
  • opportunities for pro bono and community engagement
  • Fulltime
Read More
Arrow Right

Employment Tax Manager to Associate Director

This role is ideal for seasoned employment tax professionals looking to advance ...
Location
Location
United Kingdom , Birmingham
Salary
Salary:
60000.00 - 90000.00 GBP / Year
accountancyrecruiters.com Logo
The Accountancy Recruiters
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CTA qualification is advantageous but not essential
  • significant relevant experience is highly valued
  • Proven expertise in employment taxes, with the ability to navigate complex tax legislation
  • Experience working with clients across a range of industries
  • Demonstrated ability to identify new business opportunities and grow client relationships
  • Suitable for professionals currently in or aiming for a Senior Manager or Associate Director role
Job Responsibility
Job Responsibility
  • Lead the regional employment tax team, supporting professional growth through coaching, appraisals, and enhancing team skills
  • Collaborate with regional tax professionals and report to senior leadership within the region and nationally
  • Maintain regular client contact, fostering strong working relationships through assignments and meetings
  • Provide tailored tax advisory services and in-depth technical guidance
  • Proactively identify new business opportunities and cross-sell additional services across the firm’s network
  • Fulltime
Read More
Arrow Right

Senior Legal Associate

Location
Location
Italy
Salary
Salary:
Not provided
cirroglobal.com Logo
Cirro
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Legal education background in China and EU countries (especially in Italy)
  • Obtained the legal professional qualification in China or Italy
  • Proficiency in both English and Chinese language
  • 3-5 years of working experience in a law firm (corporate legal adviser preferred) or similar role in a company (in-house experience preferred)
  • Ability to work under pressure and shifting priorities
  • capable of handling multiple tasks simultaneously and independently
  • Service-oriented, with the ability to act as a true legal business partner with business departments
  • Commercial awareness and good negotiating skills
Job Responsibility
Job Responsibility
  • Serve and support legal issues of Group in Europe, including but not limited to: The first contact for EU subsidiaries in Group Legal Department
  • Draft and review contracts, e.g. commercial, employment, and etc
  • Consult on legal inquiries related to business and operations from EU subsidiaries
  • Assist in handling arbitration and disputes
  • Conduct business-related legal research and manage legal inventory
  • Strong ability to translate legal concepts and regulatory instructions into plain language and improve delivery to EU subsidiaries
  • Consult, advise, and train on business-related compliance issues for EU subsidiaries
  • Manage corporate governance information of EU subsidiaries. Keep the registration information up to date
What we offer
What we offer
  • Health, vision, and dental insurance
  • Paid sick leave and vacation
  • Paid holidays and annual holiday gifts
  • On-the-job training
  • Paid time off
Read More
Arrow Right

Senior Quantity Surveyor

An excellent opportunity has arisen for a Senior Quantity Surveyor to join a wel...
Location
Location
United Kingdom , Bristol
Salary
Salary:
55000.00 - 68000.00 GBP / Year
https://brandonjames.co.uk Logo
Brandon James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • RICS Accredited Degree (ideally BSc or MSc in Quantity Surveying)
  • Previous Quantity Surveying experience in a UK Consultancy
  • Proven experience delivering Employer’s Agent / Contract Administration or Project Management services for new build housing
  • Experience working with Local Authorities, Housing Associations, or Private Developers
  • A base within Bristol or nearby, with willingness to travel locally for projects
  • MRICS or currently working towards
Job Responsibility
Job Responsibility
  • Leading the delivery of Employer’s Agent and Contract Administration services across a range of new build residential developments
  • Taking ownership of projects
  • Mentoring junior staff
  • Helping to drive best practice across the consultancy
What we offer
What we offer
  • £55,000 – £68,000
  • 28 days annual leave + bank holidays
  • Hybrid working (2 days from home) & flexible hours (core hours 10-4)
  • Government workplace pension scheme
  • Laptop, mobile phone & PPE provided
  • Professional subscriptions paid in full (RICS or equivalent)
  • CPD support & financial assistance for additional training
  • Accident insurance cover
  • Mileage reimbursed for all business travel
  • Fulltime
Read More
Arrow Right

Senior Associate - Employment

The London Employment team acts for a range of market leading clients across the...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
dacbeachcroft.com Logo
DAC Beachcroft
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Senior Associate - ideally 5+ PQE
  • Ideally experience of advising clients in the financial services sector and multi-national commercial clients
  • Must have experience of working on tribunal claims and other contentious matters
  • Independent thinker with a focus on generating commercial solutions to problems on behalf of clients
  • Confident communicator with an ability to develop relationships with clients and influence at all levels
  • Enthusiastic team player with a flexible approach
Job Responsibility
Job Responsibility
  • Undertake a busy and varied workload of employment matters advising all types of employers, with an emphasis on our financial services sector clients
  • Work on complex discrimination, whistleblowing and breach of contract litigation (Employment Tribunal and High Court) under appropriate supervision
  • Assist on non-contentious projects including restructures (redundancy and TUPE) in the UK and across multiple jurisdictions
  • General employment advisory work by telephone and email
  • Take an active role in supervising the work of and assisting in the development of trainees and paralegals
  • Take part in and initiate marketing, networking and other business development activities in order to maintain and develop work from existing clients and potential clients. This includes assisting with client seminars and delivering training
  • Contribute to non fee-earning activity as appropriate e.g. knowledge sharing, internal training
What we offer
What we offer
  • Flexible working with our Flex Forward scheme
  • Fulltime
Read More
Arrow Right

Senior Associate - Employment

The Manchester Employment team acts for a range of market leading clients across...
Location
Location
United Kingdom , Manchester
Salary
Salary:
Not provided
dacbeachcroft.com Logo
DAC Beachcroft
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Senior Associate - ideally 5+ PQE
  • Ideally experience of advising clients in the financial services sector and multi-national commercial clients
  • Must have experience of working on tribunal claims and other contentious matters
  • Independent thinker with a focus on generating commercial solutions to problems on behalf of clients
  • Confident communicator with an ability to develop relationships with clients and influence at all levels
  • Enthusiastic team player with a flexible approach
Job Responsibility
Job Responsibility
  • Undertake a busy and varied workload of employment matters advising all types of employers, with an emphasis on our financial services sector clients
  • Work on complex discrimination, whistleblowing and breach of contract litigation (Employment Tribunal and High Court) under appropriate supervision
  • Assist on non-contentious projects including restructures (redundancy and TUPE) in the UK and across multiple jurisdictions
  • General employment advisory work by telephone and email
  • Take an active role in supervising the work of and assisting in the development of trainees and paralegals
  • Take part in and initiate marketing, networking and other business development activities in order to maintain and develop work from existing clients and potential clients. This includes assisting with client seminars and delivering training
  • Contribute to non fee-earning activity as appropriate e.g. knowledge sharing, internal training
What we offer
What we offer
  • Flexible working with our Flex Forward scheme
  • Fulltime
Read More
Arrow Right

Senior Associate - Employment

DAC Beachcroft's Employment, Pensions and Immigration team is one of the largest...
Location
Location
United Kingdom , Newcastle
Salary
Salary:
Not provided
dacbeachcroft.com Logo
DAC Beachcroft
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Senior Associate - ideally 5+ PQE
  • Ideally experience of advising clients in the financial services sector and multi-national commercial clients
  • Must have experience of working on tribunal claims and other contentious matters
  • Independent thinker with a focus on generating commercial solutions to problems on behalf of clients
  • Confident communicator with an ability to develop relationships with clients and influence at all levels
  • Enthusiastic team player with a flexible approach
Job Responsibility
Job Responsibility
  • Undertake a busy and varied workload of employment matters advising all types of employers, with an emphasis on our financial services sector clients
  • Work on complex discrimination, whistleblowing and breach of contract litigation (Employment Tribunal and High Court) under appropriate supervision
  • Assist on non-contentious projects including restructures (redundancy and TUPE) in the UK and across multiple jurisdictions
  • General employment advisory work by telephone and email
  • Take an active role in supervising the work of and assisting in the development of trainees and paralegals
  • Take part in and initiate marketing, networking and other business development activities in order to maintain and develop work from existing clients and potential clients. This includes assisting with client seminars and delivering training
  • Contribute to non fee-earning activity as appropriate e.g. knowledge sharing, internal training
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy