Associate, Saver Operations jobs in United States
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Vestwell · 2 hours ago

Associate, Saver Operations

positionAustin, TX | Phoenix, AZ | King of Prussia, PA
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level
money$55K/yr - $65K/yr

Vestwell is a financial technology company that powers the new savings economy, focusing on retirement, education, and healthcare savings. The Operations Associate will process distributions and loans from retirement plans, ensuring adherence to procedures and quality standards while managing time-sensitive tasks.

Employee BenefitsFinanceFinancial ServicesFinTechRetirement
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Comp. & Benefits

Responsibilities

Process participant requests for distributions and loans from retirement plans accurately and efficiently
Adhere to company procedures, regulatory requirements, and quality standards during all transactions
Handle a high volume of time-sensitive tickets while maintaining exceptional accuracy and productivity
Make outbound calls to participants to verify information or clarify details related to requests
Send professional, concise emails to participants to gather required supporting documentation
Accurately document participant interactions and outcomes within Jira and other tracking systems
Collaborate with team members to improve workflows and ensure participant satisfaction
Be open to coaching and continuously strive for improvement in skills and knowledge

Qualification

JiraZendeskRetirement plansAircallCommunication skillsWillingness to learnOrganizational skillsTime managementDetail-oriented

Required

Familiarity with Jira, Zendesk, Aircall or similar task management and CRM software
Understanding of retirement plans and associated processes (e.g., loans, distributions)
Strong verbal and written communication skills for participant outreach and documentation
Exceptional organizational skills and the ability to manage competing priorities
Willingness to learn, adapt to new challenges, and grow within the role

Preferred

Experience in high-volume, detail-oriented environments is a plus

Benefits

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

Company

Vestwell

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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

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Aaron Schumm
Founder & CEO
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David Sheen
Chief Financial Officer
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Recent News

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
vermontbiz.com
Students and families get cost savings through new VT529 platform
2025-12-09
Company data provided by crunchbase