Vestwell
Coordinator, Client Services
Vestwell is the financial technology company powering the new savings economy. A New York City‑based fintech platform, Vestwell redefines how people save for retirement, education, and healthcare. Today the platform supports over 350,000 businesses and nearly 1.5 million active savers, with more than $30 billion in assets held across all 50 states.
Vestwell offers workplace‑delivered retirement plans, employer‑offered student‑loan repayment benefits, and a range of savings accounts for education, emergencies, and individuals with disabilities. The platform serves financial advisers, employers, third‑party administrators, financial institutions, payroll providers, government agencies, and individual savers.
WHO ARE WE LOOKING FOR? We are seeking an energetic and reliable professional to join our team as an Employer Services Coordinator. The successful candidate will answer incoming emails and calls, use company policies to solve client issues, and, when necessary, elevate challenges to the managerial team.
The Client Success team is often the first line of contact for customers. We want individuals who provide memorable client experiences, make quick and accurate decisions, and collaborate cross‑functionally to resolve client concerns. Hospitality and customer‑service drive will set you apart.
WHAT WILL YOU BE DOING?
Assist with a book of business consisting of advisors and sponsors to ensure their servicing needs are met.
Help manage client expectations to avoid any disconnects with process and timing standards.
Collaborate across all internal teams to resolve any client issues and act as the liaison between internal teams and clients.
Identify and resolve one‑touch tickets at the point of initial contact by utilizing available online tools.
Share data‑driven insights with product teams to improve the platform and planning roadmap.
Participate in scheduled client conference calls to provide plan status and updates on remediation of any client issues.
Serve as the friendly, knowledgeable first point of contact for inbound inquiries.
Conduct appropriate and timely follow‑ups to ensure the highest level of service.
Communicate in a relatable, humanized way to promote trust and allegiance.
Create tickets and provide follow‑up as required.
Adhere to client‑facing and internal Service Level requirements.
Support the team with handling complaints, troubleshooting problems, and providing solutions; escalated to Legal and Compliance when needed.
Post interaction within our tooling to document updates to client accounts.
Requirements
Team mentality and the ability to multitask while managing a high volume of incoming inquiries.
Strong time‑management and organizational skills to ensure the timeliness of proactive and reactive communications.
Strong commitment to superior customer service.
Positive and proactive attitude.
Proficiency with Excel (or Google Sheets), Word (or Google Docs), Adobe Acrobat, and browsing network directories—our office is paperless.
Excellent attention to detail and accuracy, proficient with numbers and basic calculations.
Must be willing to work 9 am ET to 6 pm ET.
The Extras
Retirement industry experience.
Series 6, 7, 63, 65, 66.
QKA, QKC.
Candidates must be able and willing to work between 11:00 AM and 8:00 PM Eastern Time.
The expected base salary range for this position is $50 K – $55 K base. The role is eligible to participate in the Company Bonus Pool and to receive new‑hire equity, with salaries adjusted for market.
Our Benefits Our benefits include competitive health coverage, a generous vacation policy, a dedicated Employee Wellbeing Committee, a hybrid office policy that welcomes all employees to our Midtown Manhattan office, and a strong 401(k) plan.
Our Process The process begins with 1–2 conversations to get to know the team members, your experience, and your interests. Next steps vary by role but typically involve a skill or experience screen, followed by a virtual or in‑person interview panel. The interview process concludes with a reference‑check stage before an offer is made, ensuring transparency and no surprises.
For your awareness, you will only receive correspondence from recruiting@vestwell.com. Any other domain not ending in Vestwell.com is not our recruitment team.
Vestwell’s Privacy Policy and California Privacy Rights Act information are available through the provided links.
#J-18808-Ljbffr
Vestwell offers workplace‑delivered retirement plans, employer‑offered student‑loan repayment benefits, and a range of savings accounts for education, emergencies, and individuals with disabilities. The platform serves financial advisers, employers, third‑party administrators, financial institutions, payroll providers, government agencies, and individual savers.
WHO ARE WE LOOKING FOR? We are seeking an energetic and reliable professional to join our team as an Employer Services Coordinator. The successful candidate will answer incoming emails and calls, use company policies to solve client issues, and, when necessary, elevate challenges to the managerial team.
The Client Success team is often the first line of contact for customers. We want individuals who provide memorable client experiences, make quick and accurate decisions, and collaborate cross‑functionally to resolve client concerns. Hospitality and customer‑service drive will set you apart.
WHAT WILL YOU BE DOING?
Assist with a book of business consisting of advisors and sponsors to ensure their servicing needs are met.
Help manage client expectations to avoid any disconnects with process and timing standards.
Collaborate across all internal teams to resolve any client issues and act as the liaison between internal teams and clients.
Identify and resolve one‑touch tickets at the point of initial contact by utilizing available online tools.
Share data‑driven insights with product teams to improve the platform and planning roadmap.
Participate in scheduled client conference calls to provide plan status and updates on remediation of any client issues.
Serve as the friendly, knowledgeable first point of contact for inbound inquiries.
Conduct appropriate and timely follow‑ups to ensure the highest level of service.
Communicate in a relatable, humanized way to promote trust and allegiance.
Create tickets and provide follow‑up as required.
Adhere to client‑facing and internal Service Level requirements.
Support the team with handling complaints, troubleshooting problems, and providing solutions; escalated to Legal and Compliance when needed.
Post interaction within our tooling to document updates to client accounts.
Requirements
Team mentality and the ability to multitask while managing a high volume of incoming inquiries.
Strong time‑management and organizational skills to ensure the timeliness of proactive and reactive communications.
Strong commitment to superior customer service.
Positive and proactive attitude.
Proficiency with Excel (or Google Sheets), Word (or Google Docs), Adobe Acrobat, and browsing network directories—our office is paperless.
Excellent attention to detail and accuracy, proficient with numbers and basic calculations.
Must be willing to work 9 am ET to 6 pm ET.
The Extras
Retirement industry experience.
Series 6, 7, 63, 65, 66.
QKA, QKC.
Candidates must be able and willing to work between 11:00 AM and 8:00 PM Eastern Time.
The expected base salary range for this position is $50 K – $55 K base. The role is eligible to participate in the Company Bonus Pool and to receive new‑hire equity, with salaries adjusted for market.
Our Benefits Our benefits include competitive health coverage, a generous vacation policy, a dedicated Employee Wellbeing Committee, a hybrid office policy that welcomes all employees to our Midtown Manhattan office, and a strong 401(k) plan.
Our Process The process begins with 1–2 conversations to get to know the team members, your experience, and your interests. Next steps vary by role but typically involve a skill or experience screen, followed by a virtual or in‑person interview panel. The interview process concludes with a reference‑check stage before an offer is made, ensuring transparency and no surprises.
For your awareness, you will only receive correspondence from recruiting@vestwell.com. Any other domain not ending in Vestwell.com is not our recruitment team.
Vestwell’s Privacy Policy and California Privacy Rights Act information are available through the provided links.
#J-18808-Ljbffr