Client Success and Relationship Management

The Client Success and Relationship Management team at Vestwell is dedicated to ensuring that clients—advisors, accountants, and financial professionals—receive exceptional support and guidance throughout their engagement with the company's workplace savings and investment solutions. This team focuses on onboarding new clients, optimizing their experience with Vestwell's platform, and fostering long-term relationships by addressing client needs, facilitating seamless implementations, and driving satisfaction and success in their retirement programs.