Full-Time

Client Services Coordinator

Updated on 5/31/2024

Vestwell

Vestwell

201-500 employees

Digital 401(k) recordkeeping and savings solutions

Fintech

Mid

Austin, TX, USA + 2 more

Required Skills
Word/Pages/Docs
Customer Service
Excel/Numbers/Sheets
Requirements
  • Team mentality and the ability to multitask
  • Strong time management and organizational skills
  • Strong commitment to superior customer service
  • Positive and proactive attitude
  • Proficiency in Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories
  • Excellent attention to detail and accuracy
  • Must be willing to work 9am ET to 6pm ET
Responsibilities
  • Assisting with a book of business consisting of advisors and sponsors
  • Managing client expectations to avoid disconnects with process and timing standards
  • Collaborating across internal teams to resolve client issues
  • Identifying and resolving one-touch tickets at point of initial contact
  • Sharing data-driven insights with product teams
  • Participating in scheduled client conference calls
  • Being the first point of contact for inbound inquiries
  • Conducting appropriate follow-up to ensure high service level
  • Communicating in a relatable way to promote trust
  • Creating tickets and providing follow-up as required
  • Adhering to client-facing and internal Service Level requirements
  • Supporting the team with handling complaints and providing solutions
  • Posting interaction within tooling to document updates to client accounts

Vestwell, a digital 401(k) recordkeeper, is an excellent workplace for individuals passionate about empowering small business retirement savings. With a modern API-based platform that offers extensive integrations, configurable solutions, and a commitment to fiduciary oversight, the company stands out in its field for both technology deployment and commitment to compliance. Employees can thrive in a technologically sophisticated environment that prioritizes innovation and effective service delivery in the financial sector.

Company Stage

Series D

Total Funding

$289.9M

Headquarters

New York, New York

Founded

2016

Growth & Insights
Headcount

6 month growth

17%

1 year growth

31%

2 year growth

49%