Coordinator, Client Services

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.ResponsibilitiesAssist with a book of business consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issuesHelp manage client expectations to avoid any disconnects with process and timing standardsCollaborate 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 satisfactionIdentify and resolve one-touch tickets at point of initial contact by utilizing available online toolsShare data-driven insights with our product teams to improve our platform and planning roadmapParticipate in scheduled client conference calls to provide plan status and updates on remediation of any client issuesBeing the friendly, knowledgeable first point of contact for inbound inquiriesConducting appropriate and timely follow up to ensure the highest level of serviceCommunicating in a relatable, humanized way to promote trust and allegianceCreating tickets and providing follow-up as requiredAdhering to client-facing and internal Service Level requirementsSupport the team with handling complaints, troubleshooting problems, and providing solutions, and escalating to our Legal and Compliance Team when neededPosting interaction within our tooling to document updates to client accountsSkillsTeam mentality and the ability to multitask while attending to a high volume of incoming inquiriesStrong time management and organizational skills to ensure the timeliness of all proactive and reactive communicationsStrong commitment to superior customer servicePositive and proactive attitudeProficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless officeExcellent attention to detail and accuracy, proficient with numbers and basic calculationsMust be willing to work 9am ET to 6pm ETRetirement industry experienceSeries 6, 7, 63, 65, 66QKA, QKCBenefitsCompetitive health coverageGenerous vacation offeringGreat 401(k) planCompany OverviewVestwell is the backbone of the modern savings economy; a fintech company powering savings for retirement, education, and healthcare. It was founded in 2016, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is http://vestwell.com.



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