Customer Operations • Entry-Level

Who you are

You are an energetic and reliable professional with a strong commitment to customer satisfaction. You thrive in environments where you can make quick and accurate decisions, and you understand the importance of being the first point of contact for customers. Your ability to communicate effectively and solve client issues is essential for success in this role. You are detail-oriented and can navigate company policies to provide the best service possible. You enjoy working in a team and are eager to contribute to a positive customer experience.

What you'll do

In your day-to-day responsibilities, you will be expected to respond to inbound client emails and calls, addressing their inquiries and concerns promptly. You will utilize company policies to solve client issues and escalate challenges to the managerial team when necessary. Your role will involve maintaining a high level of customer service and ensuring that clients feel valued and supported. You will also be responsible for documenting client interactions and following up as needed to ensure resolution. Your contributions will help shape the customer experience at Vestwell, making it a vital part of the team.

What we offer

Vestwell offers a dynamic work environment where you can grow your skills and advance your career. You will be part of a team that values collaboration and innovation, working together to redefine how people save for critical aspects of life. We encourage you to apply even if your experience doesn't match every requirement, as we believe in the potential of every candidate. Join us in making a difference in the financial technology space and help us empower savers across the country.