Coordinator, Employer Services

Vestwell is a financial technology company revolutionizing the savings economy, serving a wide range of clients. They are looking for an energetic Employer Services Coordinator to assist Plan Sponsors, manage client expectations, and collaborate across teams to resolve client issues.

Responsibilities

• 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
• Being the friendly, knowledgeable first point of contact for inbound inquiries
• Conducting appropriate and timely follow up to ensure the highest level of service
• Communicating in a relatable, humanized way to promote trust and allegiance
• Creating tickets and providing follow-up as required
• Adhering 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
• Posting interaction within our tooling to document updates to client accounts

Skills

• 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 is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless office
• Excellent attention to detail and accuracy, proficient with numbers and basic calculations
• Must be willing to work 9:00am to 6:00pm ET or 11:00am to 8:00pm ET
• Retirement industry experience
• Series 6, 7, 63, 65, 66
• QKA, QKC

Benefits

• Eligible to participate in the Company Bonus Pool
• Eligible to receive new hire equity in the Company
• Comprehensive health benefits
• Generous time off
• A dedicated Employee Wellbeing Committee
• Hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale
• Competitive 401(k) plan

Company Overview