Job Description
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 350,000 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.
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?
Vestwell is expanding and we’re excited about adding Associates to our Operations team who are passionate about our mission to change the state savings / retirement FinTech space. We are seeking individuals who are energetic and reliable professionals to join our team. Successful candidates are responsible for providing operational support to our savers and sponsors via processing inbound account documentation and inquiries, including emails and chat, utilizing company policies to assist our clients, solve issues, and escalate challenges to the managerial team when necessary.
Our Operations Associates are instrumental in providing both timely and high-quality work to our savers and sponsors, so we are interested in hiring individuals with a commitment to overall customer satisfaction. The Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic and a positive attitude. This position requires working closely with our saver and sponsors and fellow Associates to provide valuable insights and direction.
What Will You Be Doing?
Day-to-Day, You Will Be Expected To:
- Process inbound documentation and written inquiries in accordance with Vestwell and State policies and procedures.
- Contribute to initiatives by supporting and participating in projects that increase /enhance client engagement.
- Provide excellent customer service and support. This includes responding to customer support requests in a timely manner, offering multiple forms of communication.
- Provide complete/accurate responses and work product with empathy and understanding.
- Provide timely, superior customer service, including problem solving and issue resolution.
- Provide effective verbal and written communications in a clear, concise and informative manner.
- Demonstrate flexibility and adaptability in a dynamic environment, adjusting to evolving business priorities and client needs.
- Responsible for protecting, securing, and proper handling of all confidential data to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to the Saver, Sponsor, State, or Vestwell.
- Proactively handle concerns, troubleshooting problems, and providing solutions.
- Review program documents and provide accurate information to initiator according to both Vestwell’s and the State’s guidelines and standard practices.
- Provide feedback to management and product team on how our product and processes can be improved.
- Other tasks and ad hoc projects within the scope of the role may be required sporadically, including cross-training new hires/peers.
Requirements
The Necessities
- College degree and/or equivalent customer service experience.
- The ability to communicate effectively (clear, concise and professionally) with all levels.
- Ability to work in a team environment to ensure a common goal of providing exceptional
- client service.
- Strong commitment to superior customer service
- Positive and proactive attitude
- Flexible, creative, team-oriented, results-driven, and collaborative
- Demonstrate ability to perform in a fast-paced service environment working with set deadlines.
- Prior experience using internal technical operational tools (e.g. Jira, Zendesk, Asana or other CRM applications, Excel/Google Sheets, Word/Google docs and Apple products).
- Balance quality, productivity, and service standards in your day to ensure KPIs are achieved.
- Excellent attention to detail and accuracy, proficient with numbers and basic calculations.
- Maintain an in-office presence of a minimum of four days per week, in alignment with company standards and to support team collaboration.
The Extras
- Prior operations experience is preferred, but not required.
- Bilingual – Spanish speaking is a plus.
This role will be based in our King of Prussia, PA office, and will be part of Vestwell’s hybrid in-office operation.
The expected base salary range for this position is $60K - $70K 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
We’re 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 recruiting@vestwell.com 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.
