Vestwell Benefits Overview

Leads a hybrid team of 12–15 client service associates supporting clients through email, chat, and phone. Responsibilities include performance management, coaching, service quality oversight, escalation resolution, regulatory adherence, process improvement, inquiry trend analysis, and cross-functional collaboration with product and operations teams to improve efficiency and client satisfaction.

Ten-week summer internship program offering hands-on experience across teams including AI Engineering, Cybersecurity, Finance, Operations, Partner Success, Retirement Plan Services, Payroll Operations, and Sales. Interns contribute to real projects through research, data analysis, and execution, supported by managers and mentors. Participants are expected to complete a defined deliverable, work independently within team workflows, and develop an understanding of Vestwell’s business.

Responds to inbound phone, email, and chat inquiries from individuals using workplace and education savings plans. Provides accurate, empathetic support; troubleshoots issues; reviews plan documents; processes distribution requests; creates tickets; and follows up within service-level requirements. The coordinator also escalates complex issues, meets quality and responsiveness KPIs, identifies process improvements, and shares client feedback with product teams.