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Coordinator, Client Services at Vestwell - ApplyBlast

Coordinator, Client Services

Vestwell

1 year ago

3.7 on Glassdoor

Austin, TX

Hybrid

Full Time

Junior

2 applicants

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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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Qualifications

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About Vestwell

vestwell.com

Headquarters

New York, New York, United States

Company Size

201-500 employees

Founded

2016

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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.