Coordinator, Saver Services

Vestwell
King of Prussia, Pennsylvania, United States
Full Time
Hybrid
Junior
USD 50,000 – 55,000
Bachelor Degree
Customer Service & Support Financial Services Insurance

Posted 3 days ago

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Excellent 4.7

Job summary

The Saver Services Coordinator at Vestwell manages inbound communications from individuals saving in workplace and education plans like 401(k), IRAs, and 529 plans, providing support, troubleshooting, and solutions while ensuring high customer satisfaction. The role demands empathy, quick judgment, and the ability to handle multiple inquiries in a fast-paced environment, supporting the company's mission to facilitate efficient savings for clients.

Responsibilities

The coordinator will serve as the primary point of contact for savers, responding to inquiries via phone, email, and chat regarding various retirement and education savings plans. They are responsible for troubleshooting issues, processing distribution requests, and providing empathetic, accurate solutions to ensure client satisfaction.

Qualifications

Case Management Communication Skills Customer Service Empathy Financial Services Follow-up Skills Multitasking Plan Documentation Review Problem Solving Troubleshooting

Candidates should possess a college degree and have some experience in customer service and financial services. Strong verbal and written communication skills, along with proficiency in PC tools like Zendesk and Jira, are required for this role.

English

Benefits

  • Health insurance
  • Generous time off
  • Employee wellbeing committee
  • 401(k) plan
  • Equity

Company

Vestwell

Vestwell

linkedin
Financial Services
Location
King of Prussia, Pennsylvania, United States

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Excellent 4.7
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