Customer Success • Entry-Level

Who you are

You are an energetic and reliable professional eager to join Vestwell as an Employer Services Coordinator. You thrive in a client-facing role, demonstrating a passion for providing memorable experiences and making quick, accurate decisions. Your ability to communicate effectively will be essential as you work directly with Plan Sponsors, answering incoming emails and calls. You understand the importance of utilizing company policies to solve client issues and are prepared to escalate challenges to the managerial team when necessary. You are a dynamic individual who enjoys working cross-functionally across teams to ensure client satisfaction and success.

Desirable

While not required, experience in a customer service or client success role within the financial technology sector would be advantageous. Familiarity with financial products and services can enhance your ability to assist clients effectively.

What you'll do

As an Employer Services Coordinator, you will be the first point of contact for our clients, ensuring they receive the highest level of service. You will handle incoming inquiries, providing timely and accurate responses to client questions. Your role will involve utilizing company policies to address client issues and ensuring that all interactions reflect Vestwell's commitment to excellence. You will collaborate with various teams to resolve complex challenges and contribute to a positive client experience. Your responsibilities will include maintaining detailed records of client interactions and feedback, which will help improve our services and processes. You will also participate in team meetings to discuss client feedback and suggest improvements based on your interactions.

What we offer

Vestwell offers a collaborative work environment where you can grow your skills and advance your career. You will have the opportunity to work alongside a dedicated team focused on client success and satisfaction. We value our employees and provide opportunities for professional development and training. Our mission-driven culture encourages you to contribute ideas and solutions that enhance our services. We believe in the importance of work-life balance and offer flexible working arrangements to support our employees' needs. Join us in redefining how people save for critical aspects of life and make a meaningful impact in the financial technology space.