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 790,000 businesses and more than 2.75 million active savers, with over $57 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.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
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 inbound phone calls and emails from individuals saving in workplace and education savings plans such as 401(k), 403(b), IRAs, 529 plans, and ESAs, 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 these savers, 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 May Also Be Expected To:
Responding to inbound inquiries via email, chat, and phone
Primarily supporting individuals saving in 401(k), 403(b), IRA, 529, ESA, and other workplace savings plans by:
- Providing complete, accurate responses delivered with empathy and understanding
- Proactively handling concerns, troubleshooting problems, and providing solutions
- 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 evaluating 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
Requirements
The Necessities
- College degree, some customer service experience, and financial services experience preferred
- Strong verbal, written, follow-up, and organization skills
- Comfortable with inbound and outbound phone calls from individuals saving in 401(k), 403(b), IRA, 529, ESA, and other workplace savings plans
- 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 constantly changing responsibilities and assignments
This role will be based in Phoenix, Austin, or King of Prussia office, and will be part of Vestwell's hybrid in-office operation.
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.
Employee Benefits
We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
Interview Process
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.
For your awareness you will only receive correspondence from [email protected] any other domain not ending in vestwell.com is not our Recruitment team.
Vestwell’s Privacy 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: Vestwell’s California Privacy Rights Policy.
Skills Required
- College degree
- Customer service experience
- Financial services experience
- Strong verbal and written communication skills
- Strong follow-up and organizational skills
- Comfort handling inbound and outbound calls
- PC literacy
- Ability to multitask while handling a high volume of inquiries
- Team mentality
- Flexibility and adaptability to changing responsibilities
- Zendesk experience
- Jira experience
Vestwell Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vestwell and has not been reviewed or approved by Vestwell.
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Retirement Support — Retirement benefits are portrayed as a standout, with a non‑elective employer contribution and broad eligibility across employment types. This consistent support increases perceived total compensation value.
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Healthcare Strength — Health coverage is described as competitive, with employer-paid benefits, HSA support, and monthly contributions that enhance affordability. The medical offering comes across as comprehensive and reliable.
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Parental & Family Support — Parental leave is characterized as generous, including extended time off and a reduced schedule upon return without reduced pay. These policies meaningfully support caregivers.
Vestwell Insights
What We Do
Vestwell is a financial technology company that makes it easier for more individuals to save for life’s most important moments—from retirement to education and healthcare. Founded in 2016, Vestwell’s platform removes traditional barriers to saving, making it accessible, efficient, and approachable for everyone. Vestwell provides a comprehensive suite of workplace savings solutions, including retirement plans, student loan repayment benefits, and specialized accounts for education, emergencies, and disability savings. Trusted by financial advisors, employers, payroll providers, financial institutions, and government agencies, Vestwell empowers nearly 1.5 million savers across over 350,000 businesses nationwide, with over $35 billion in assets saved across all 50 states. With a commitment to closing the savings gap and fostering a secure financial future for all, Vestwell provides an elevated and accessible savings technology everyone deserves. Recognized among CNBC’s World’s Top Fintech Companies, the Inc. 5000 list of fastest-growing companies, Forbes America’s Best Startup Employers, WealthManagement.com’s Retirement Plan Advisor Support Award, Built In’s Best Places to Work, and PLANSPONSOR’s Top 10 Recordkeepers, Vestwell continues to set the standard for innovation and impact in the savings industry.
Why Work With Us
Vestwell is powered by a team of passionate problem-solvers building the future of accessible savings. Supported by top fintech investors, we’re tackling a complex challenge with collaboration, innovation, and purpose at every step.
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