Coordinator, Client Services

Vestwell(6 months ago)

HybridFull TimeJunior$50,000 - $55,000Client Success

About this role

Vestwell is hiring an Employer Services / Client Success Coordinator to serve as a primary point of contact for plan sponsors and advisors within its fintech retirement platform. The role involves managing client expectations, facilitating cross-functional resolution of issues, and supporting client satisfaction and platform improvements. The position is customer-facing and supports operational excellence within a hybrid Midtown Manhattan work environment.

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Required Skills

Client Support
Account Management
Issue Resolution
Ticketing
Collaboration
Data Insights
Client Calls
Follow Up
Communication
Time Management

+11 more

Qualifications

Series 6
Series 7
Series 63
Series 65
Series 66
QKA
QKC

About Vestwell

vestwell.com

Vestwell is a digital savings platform that modernizes how workplace retirement plans are designed, administered, and delivered. It provides turnkey technology for plan setup, recordkeeping, compliance, enrollment, payroll integrations, and custody/investment connections. Serving employers, financial advisors, and retirement providers, Vestwell offers APIs and a modern participant experience to simplify administration, reduce friction, and expand access to retirement benefits.