Coordinator, Saver Services

Vestwell
Scottsdale, Arizona, United States
Full Time
Hybrid
Junior
USD 50,000 – 55,000
Bachelor Degree
Customer Service & Support Financial Services Insurance

Posted 2 weeks 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 Saver Services Coordinator acts as the first point of contact for individuals, responding to inbound inquiries via phone, email, and chat regarding various workplace savings plans. They are responsible for troubleshooting client issues, processing distribution requests, and maintaining high standards of customer 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 strong verbal, written, and organizational skills. Previous experience in customer service and financial services is preferred, along with proficiency in PC tools like Zendesk and Jira.

English

Benefits

  • Health benefits
  • Generous time off
  • 401(k) plan
  • Equity

Company

Vestwell

Vestwell

linkedin
Financial Services
Location
Scottsdale, Arizona, United States

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Excellent 4.7
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