Coordinator, Client Services jobs in United States
cer-icon
Apply on Employer Site
company-logo

Vestwell · 2 weeks ago

Coordinator, Client Services

positionPhoenix, AZ
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level
money$50K/yr - $55K/yr

Vestwell is a financial technology company powering the new savings economy. They are seeking an energetic and reliable professional to join their team as an Employer Services Coordinator, responsible for managing client expectations and resolving issues through effective communication across teams.

Employee BenefitsFinanceFinancial ServicesFinTechRetirement
check
Comp. & Benefits

Responsibilities

Assist with a book of business consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues
Help manage client expectations to avoid any disconnects with process and timing standards
Collaborate across all internal teams in order to resolve any client issues and be the voice between our internal teams and our client to manage resolution, feedback, and satisfaction
Identify and resolve one-touch tickets at point of initial contact by utilizing available online tools
Share data-driven insights with our product teams to improve our platform and planning roadmap
Participate in scheduled client conference calls to provide plan status and updates on remediation of any client issues
Being the friendly, knowledgeable first point of contact for inbound inquiries
Conducting appropriate and timely follow up to ensure the highest level of service
Communicating in a relatable, humanized way to promote trust and allegiance
Creating tickets and providing follow-up as required
Adhering to client-facing and internal Service Level requirements
Support the team with handling complaints, troubleshooting problems, and providing solutions, and escalating to our Legal and Compliance Team when needed
Posting interaction within our tooling to document updates to client accounts

Qualification

Customer serviceExcel/Google SheetsTime managementRetirement industry experienceSeries 6Basic calculationsTeam mentalityOrganizational skillsPositive attitudeAttention to detail

Required

Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
Strong time management and organizational skills to ensure the timeliness of all proactive and reactive communications
Strong commitment to superior customer service
Positive and proactive attitude
Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless office
Excellent attention to detail and accuracy, proficient with numbers and basic calculations
Must be willing to work 9am ET to 6pm ET

Preferred

Retirement industry experience
Series 6, 7, 63, 65, 66
QKA, QKC

Benefits

Competitive health coverage
Generous vacation offering
Great 401(k) plan

Company

Vestwell

twittertwittertwitter
company-logo
Vestwell is the backbone of the modern savings economy; a fintech company powering savings for retirement, education, and healthcare.
dateFounded in 2016
location
New York, New York, USA
people-size201-500 employees
web-link
http://vestwell.com

Funding

Current Stage
Late Stage
Total Funding
$238.82M
Key Investors
Lightspeed Venture PartnersGoldman Sachs Growth EquityF-Prime
2023-12-21Series D· $125M
2021-07-20Series C· $70M
2019-04-02Series B· $31.27M

Leadership Team

leader-logo
Aaron Schumm
Founder, Chairman, & CEO
linkedin
leader-logo
David Sheen
Chief Financial Officer
linkedin

Recent News

PR Newswire
Vestwell Launches National ABLE Savings Initiative to Help Millions of Americans with Disabilities Build Financial Independence
2026-01-09
vestwell.com
An American Fintech Success Story: Vestwell Raises $125M Series D
2025-12-23
Pulse 2.0
Vestwell To Buy Accrue 401k
2025-12-21
Company data provided by crunchbase