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Home›Jobs›Vestwell›Coordinator, Saver Services
Vestwell

About Vestwell

The modern savings platform for everyone

🏢 Corporate, Finance👥 201-500 employees📅 Founded 2016📍 Midtown East, New York, NY💰 $237.5m⭐ 4.1
FintechB2BPersonal financeSaaS

Key Highlights

  • Founded in 2016, headquartered in Midtown East, NYC
  • Serves nearly 1.5 million participants across 350,000 businesses
  • Manages over $35 billion in assets
  • $237.5 million raised in funding, including Series C

Vestwell is a fintech company headquartered in Midtown East, New York, focused on making savings accessible for everyone. Founded in 2016, Vestwell serves nearly 1.5 million participants across 350,000 businesses, managing over $35 billion in assets. The company has raised $237.5 million in funding,...

🎁 Benefits

Vestwell offers competitive health coverage, generous vacation and sick leave policies, and a strong 401(k) plan. Employees benefit from a hybrid work...

🌟 Culture

Vestwell is committed to inclusivity and accessibility in savings, particularly for underserved workers in gig and non-traditional roles. The company'...

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Vestwell

Coordinator, Saver Services

Vestwell • Austin, TX | Phoenix, AZ

Posted 1d agoEntry-LevelCustomer operations📍 Austin📍 Phoenix📍 King Of Prussia
Apply Now →

Overview

Vestwell is seeking a Saver Services Coordinator to manage client communications and resolve issues. This role requires a commitment to customer satisfaction and effective decision-making skills.

Job Description

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.

Interested in this role?

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