Associate, Saver Operations

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 350000 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.

Vestwells platform serves a diverse clientele including financial advisers employers third-party administrators financial institutions payroll providers government agencies and individual savers. To learn more

Who Are We Looking For

We are seeking a detail-oriented and proactive Operations Associate to join our thisrole you will be responsible for processing distributions and loans from retirement plans whileadhering to established procedures and ensuring exceptional quality. The ideal candidatethrives in a fast-paced environment enjoys managing time-sensitive tasks and is eager tolearn and grow within the retirement services industry.

What Will You Be Doing

A key component of Vestwells mission to empower retirement savings includes effortless plan onboarding and ongoing plan administration. As a Senior Operations Associate you will monitor and support these processes to ensure that sponsors can provide a 401(k) plan with as little friction as possible.

Day-to-day you will be expected to:

• Process participant requests for distributions and loans from retirement plans accurately and efficiently.
• Adhere to company procedures regulatory requirements and quality standards during all transactions.
• Handle a high volume of time-sensitive tickets while maintaining exceptional accuracy and productivity.
• Make outbound calls to participants to verify information or clarify details related to requests.
• Send professional concise emails to participants to gather required supporting documentation.
• Accurately document participant interactions and outcomes within Jira and other tracking systems.
• Collaborate with team members to improve workflows and ensure participant satisfaction.
• Be open to coaching and continuously strive for improvement in skills and knowledge.

The Necessities:

• Familiarity with Jira Zendesk Aircall or similar task management and CRM software. Understanding of retirement plans and associated processes (e.g. loans distributions).
• Strong verbal and written communication skills for participant outreach and documentation.
• Exceptional organizational skills and the ability to manage competing priorities.
• Willingness to learn adapt to new challenges and grow within the role.
• Experience in high-volume detail-oriented environments is a plus.

This role can be based in Vestwells Austin King of Prussia or Phoenix office and will be expected to report to the office in a hybrid schedule.

The expected base salary range for this position is $55K - $65K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

OUR BENEFITS

Were an innovative high-growth company with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy but all employees are welcome at our bright comfortable office with many workspace options in our Midtown Manhattan Austin King of Prussia and Phoenix offices so everyone has a setting that is the most productive for them. Oh and naturally we have a great 401(k) plan!

OUR PROCESS

It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell your experience and your interests. Next steps can vary by role but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer a portfolio review for a Designer deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well.Before making an offer our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer.We prioritize transparency and lack of surprise throughout the process.

For your awareness you will only receive correspondence from any other domain not ending not our Recruitment team.

VestwellsPrivacy Policy.Attention California residents: In the course of conducting our business and complying with federal state and local government regulations governing such matters as employment tax insurance etc. we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:Vestwells California Privacy Rights Policy.