Coordinator, Saver Services

🏢 Vestwell · 📍 Austin, TX | King of Prussia, PA | Phoenix, AZ 💰 $50,000 - $55,000 / yr

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Position Summary & Responsibilities

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

🎯 Candidate Preparation Guide For Vestwell Applicants

Key Role Competencies & Evaluation Highlights

Key Role Focus:

Assessing complex fintech regulatory compliance knowledge balanced with modern API-first microservices scalability.

📋 Preparation Priorities (Key Areas to Clarify):

1. Dismissing edge-case compliance requirements as mere 'bureaucracy'
2. Proposing rapid unstructured deployments that risk fiduciary data integrity
3. Lack of institutional knowledge regarding retirement and savings plan administration

✨ Recommended Role Alignment Hook:

I specialize in hardening high-scale financial ledgers so they remain bulletproof under strict regulatory scrutiny without sacrificing deployment velocity.

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