Vestwell · 2 hours ago
Associate, Saver Operations
Austin, TX
Full-time
Hybrid
New Grad, Entry Level
$55K/yr - $65K/yrVestwell is a financial technology company powering the new savings economy, based in New York City. They are seeking a detail-oriented Operations Associate to process distributions and loans from retirement plans while ensuring exceptional quality and adherence to established procedures.
Employee BenefitsFinanceFinancial ServicesFinTechRetirement
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
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
Experience in high-volume, detail-oriented environments
Benefits
Competitive health coverage
Generous vacation offering
Great 401(k) plan
Company
Vestwell
Vestwell is the backbone of the modern savings economy; a fintech company powering savings for retirement, education, and healthcare.
Founded in 2016
201-500 employees
Funding
Current Stage
Late StageTotal Funding
$238.82MKey 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
Aaron Schumm
Founder & CEO
David Sheen
Chief Financial Officer
Recent News
2025-12-23
Pulse 2.0
2025-12-21
2025-12-09
Company data provided by crunchbase