Employer Services Coordinator

Responsibilities

• Serve as the first point of contact for plan sponsors and advisors, handling inbound calls and emails
• Resolve one-touch tickets at initial contact and escalate complex issues to Legal and Compliance when needed
• Collaborate cross-functionally to manage client resolution, feedback, and satisfaction
• Provide detailed, accurate, and timely responses to client inquiries and conduct timely follow-up
• Host or moderate webinars to guide sponsors through portal registration and answer questions
• Document client account updates and post interactions within internal tooling
• Share data-driven insights with product teams to improve the platform and roadmap
• Participate in scheduled client conference calls to provide plan status and remediation updates

Requirements

• Team mentality and ability to multitask with high-volume inquiries
• Strong time management and organizational skills
• Strong critical thinking and problem-solving skills
• Commitment to superior customer service
• Curiosity and desire to learn
• Positive and proactive attitude
• Proficiency with Excel, Google Sheets, Word, Google Docs, and Adobe Acrobat
• Excellent attention to detail and accuracy with numbers and basic calculations

Preferred Qualifications

• Retirement industry experience
• FINRA Series 6, 7, 63, 65, or 66
• QKS, QKA, or QKC credentials

Benefits

• Comprehensive health benefits and generous time off
• Hybrid work model with access to collaborative offices
• Competitive 401(k) plan and dedicated Employee Wellbeing Committee

About the Company

Vestwell is a financial technology company powering the new savings economy. The platform enables over 350,000 businesses and more than 2 million active savers across retirement, education, and healthcare savings, with over $50 billion in assets saved nationwide.