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Client Success Associate - Financial Services; Hybrid
Job in
Upper Darby, Delaware County, Pennsylvania, 19082, USA
Listed on 2026-07-22
Listing for:
Vestwell Inc
Full Time
position Listed on 2026-07-22
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep
Job Description & How to Apply Below
Location: Upper Darby
Vestwell Inc. is seeking a client service specialist to support advisors and sponsors, ensuring servicing needs are met and issues are resolved. You will coordinate across teams, manage expectations, and respond to inquiries with data-driven insights to inform product roadmaps.
Based in one of our offices (New York, Austin, King of Prussia, Scottsdale) with a hybrid work model, the role offers a base salary between $60,000 and $70,000, plus bonus eligibility and potential equity for new hires.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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