Coordinator, Saver Services
Vestwell(1 month ago)
About this role
The Saver Services Coordinator at Vestwell is the primary client-facing representative responsible for ensuring high levels of customer satisfaction and retention. The role supports savers and plan clients by managing inbound communications, coordinating with internal teams, and escalating issues when necessary. This position is hybrid-based in Austin, King of Prussia, or Phoenix and is eligible for company bonus and new hire equity.
Required Skills
- Email Support
- Chat Support
- Phone Support
- Empathy
- Troubleshooting
- Plan Review
- Distribution Processing
- Information Analysis
- Research
- Product Feedback
+12 more
Qualifications
- College Degree
About Vestwell
vestwell.comVestwell 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.
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