Coordinator, Saver Services

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 an energetic and reliable professional to join our team as a Saver Services Coordinator. Successful candidates will be responsible for answering incoming client emails and calls utilizing company policies to solve client issues and escalating challenges to the managerial team when necessary.

Our coordinators are often the first point of contact for customers so we are interested in hiring individuals with a commitment to customer satisfaction and an ability to make quick and accurate decisions. Those who work tirelessly through the lens of hospitality and customer service jump to the front of the line.

What Will You Be Doing

Day-to-day you will be expected to:

Responding to inbound inquiries via email chat and phone

• Providing complete/accurate responses issued with empathy and understanding
• Proactively handling concerns troubleshooting problems and providing solutions
• Responsible for reviewing plan documents and processing distribution requests
• Effectively gathering and analyzing information while using reason and good judgment to solve client problems
• Researching with the Vestwell team as needed to resolve inbound inquiries and respond to clients within promised deadlines
• Constantly evaluation our product and processes for improvement
• Providing continuous feedback to our product team around client interactions with our platform

Satisfying quality assurance and KPI requirements

• Meeting quality control expectations through the monitoring of contact resolution
• Adhering to prioritization requirements in order to meet Company goals for servicing responsiveness
• Creating tickets and providing follow-up as required
• Adhering to client facing and internal Service Level requirements

Ensuring client retention and maintenance

• 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

Requirements

The Necessities:

• College degree some customer service experience and financial service experience preferred
• Strong verbal written follow-up and organization skills
• Comfortable with inbound and outbound phone calls
• PC literacy experience with Zendesk and Jira is a plus
• Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
• Flexible and adaptable to a constantly changing responsibilities and assignments

This role can be based in Vestwells Austin 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 $50K - $55K 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.