Coordinator, Employer Services

Vestwell
Scottsdale, Arizona, United States
Full Time
Hybrid
Senior
USD 60,000 – 75,000
Customer Service & Support Financial Services Insurance

Posted 2 days ago

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Excellent 4.7

Job summary

The role involves working directly with Plan Sponsors via email and calls to resolve client issues, providing excellent customer service, collaborating with internal teams, and supporting client satisfaction and retention in a fast-paced financial services environment.

Responsibilities

The Senior Associate manages a book of business by resolving client issues and facilitating communication between Plan Sponsors and internal teams. They are responsible for handling inbound inquiries, hosting webinars, and providing data-driven insights to improve the platform.

Qualifications

Adobe Acrobat Client Management Communication Critical Thinking Customer Service Excel/Google Sheets Organizational Skills Problem Solving Time Management Word/Google Docs

Candidates must possess strong critical thinking, organizational skills, and proficiency in office productivity tools like Excel and Google Sheets. Experience in the retirement industry or holding certifications such as Series 6, 7, or QKA is preferred.

English

Benefits

  • Health Benefits
  • Generous Time Off
  • Employee Wellbeing Committee
  • 401(k) Plan
  • Company Bonus Pool
  • New Hire Equity

Company

Vestwell

Vestwell

linkedin
Financial Services
Location
Scottsdale, Arizona, United States

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Excellent 4.7
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