Teams at Vestwell

The Associate, Payroll Operations ensures payroll accuracy by resolving operational issues, managing workflows, and collaborating across teams while adhering to compliance frameworks.

Provide high-quality support to plan sponsors and advisors via phone and email, manage a book of business, resolve client issues, create and track tickets, collaborate cross-functionally, share product feedback, host webinars, and adhere to service level standards to ensure client satisfaction.

Support plan conversions onto Vestwell by recording and reconciling cash and in-kind transfers, coordinating trade settlement with sub-custodians, managing installation and deconversion processes, communicating timelines with advisors and vendors, maintaining CRM data, monitoring conversion wires, documenting procedures, resolving operational issues, and contributing to process improvement and implementation projects.