Vestwell
Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace‑delivered retirement plans, employer‑offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. The platform serves a diverse clientele, including 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. Successful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary.
What Will You Be Doing?
Assist with a book of business consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues.
Help 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.
Identify and resolve one‑touch tickets at point of initial contact by utilizing available online tools.
Share data‑driven insights with our product teams to improve our platform and planning roadmap.
Participate in scheduled client conference calls to provide plan status and updates on remediation of any client issues.
Be the friendly, knowledgeable first point of contact for inbound inquiries.
Conduct appropriate and timely follow‑up 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, and escalating to our Legal and Compliance Team when needed.
Post interaction within our tooling to document updates to client accounts.
Requirements
Team mentality and the ability to multitask while attending to a high volume of incoming inquiries.
Strong time management and organizational skills to ensure the timeliness of all proactive and reactive communications.
Strong commitment to superior customer service.
Positive and proactive attitude.
Proficiency with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories (paperless office).
Excellent attention to detail and accuracy, proficient with numbers and basic calculations.
Must be willing to work 9 am ET to 6 pm ET (and between 11:00 AM – 8:00 PM Eastern Time).
The Extras
Retirement industry experience.
Series 6, 7, 63, 65, 66.
QKA, QKC.
The expected base salary range for this position is $50,000 – $55,000 base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new‑hire equity in the Company. Salary bands are based on New York and other similar metro areas and may differ based on the ultimate hiring location.
Benefits Vestwell offers competitive health coverage, generous vacation, and a 401(k) plan with a generous match. We have adopted a hybrid office policy; all employees are welcome at our Midtown Manhattan office with many workspace options.
Process Our interview process begins with 1–2 conversations about Vestwell, your experience, and your interests. Next steps can include skill or experience screens (e.g., a coding interview for an engineer or a portfolio review for a designer), followed by a virtual or in‑person interview panel if the screens go well. References are checked before an offer is made. Recruiting correspondence comes only from recruiting@vestwell.com.
Vestwell is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants are encouraged to apply.
#J-18808-Ljbffr
Vestwell offers a range of products, including workplace‑delivered retirement plans, employer‑offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. The platform serves a diverse clientele, including 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. Successful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary.
What Will You Be Doing?
Assist with a book of business consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues.
Help 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.
Identify and resolve one‑touch tickets at point of initial contact by utilizing available online tools.
Share data‑driven insights with our product teams to improve our platform and planning roadmap.
Participate in scheduled client conference calls to provide plan status and updates on remediation of any client issues.
Be the friendly, knowledgeable first point of contact for inbound inquiries.
Conduct appropriate and timely follow‑up 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, and escalating to our Legal and Compliance Team when needed.
Post interaction within our tooling to document updates to client accounts.
Requirements
Team mentality and the ability to multitask while attending to a high volume of incoming inquiries.
Strong time management and organizational skills to ensure the timeliness of all proactive and reactive communications.
Strong commitment to superior customer service.
Positive and proactive attitude.
Proficiency with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories (paperless office).
Excellent attention to detail and accuracy, proficient with numbers and basic calculations.
Must be willing to work 9 am ET to 6 pm ET (and between 11:00 AM – 8:00 PM Eastern Time).
The Extras
Retirement industry experience.
Series 6, 7, 63, 65, 66.
QKA, QKC.
The expected base salary range for this position is $50,000 – $55,000 base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new‑hire equity in the Company. Salary bands are based on New York and other similar metro areas and may differ based on the ultimate hiring location.
Benefits Vestwell offers competitive health coverage, generous vacation, and a 401(k) plan with a generous match. We have adopted a hybrid office policy; all employees are welcome at our Midtown Manhattan office with many workspace options.
Process Our interview process begins with 1–2 conversations about Vestwell, your experience, and your interests. Next steps can include skill or experience screens (e.g., a coding interview for an engineer or a portfolio review for a designer), followed by a virtual or in‑person interview panel if the screens go well. References are checked before an offer is made. Recruiting correspondence comes only from recruiting@vestwell.com.
Vestwell is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants are encouraged to apply.
#J-18808-Ljbffr