Coordinator, Saver Services
Vestwell
$50,000 - $55,000 / year
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Description
Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 790,000 businesses and more than 2.75 million active savers, with over $57 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Who Are We Looking For?
We are seeking an energetic and reliable professional to join our team as a Saver Services Coordinator. Successful candidates will be responsible for answering inbound phone calls and emails from individuals saving in workplace and education savings plans such as 401(k), 403(b), IRAs, 529 plans, and ESAs, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary.
Our coordinators are often the first point of contact for these savers, so we are interested in hiring individuals with a commitment to customer satisfaction and an ability to make quick and accurate decisions. Those who work tirelessly through the lens of hospitality and customer service jump to the front of the line.
What Will You Be Doing?
Day-to-Day You May Also Be Expected To:
Responding to inbound inquiries via email, chat, and phone
Primarily supporting individuals saving in 401(k), 403(b), IRA, 529, ESA, and other workplace savings plans by:
- Providing complete, accurate responses delivered with empathy and understanding
- Proactively handling concerns, troubleshooting problems, and providing solutions
- Reviewing plan documents and processing distribution requests
- Effectively gathering and analyzing information while using reason and good judgment to solve client problems
- Researching with the Vestwell team, as needed, to resolve inbound inquiries and respond to clients within promised deadlines
- Constantly evaluating our product and processes for improvement
- Providing continuous feedback to our product team around client interactions with our platform
Satisfying quality assurance and KPI requirements
- Meeting quality control expectations through the monitoring of contact resolution
- Adhering to prioritization requirements in order to meet company goals for servicing responsiveness
- Creating tickets and providing follow-up as required
- Adhering to client-facing and internal Service Level requirements
Ensuring client retention and maintenance
- Being the friendly, knowledgeable first point of contact for inbound inquiries
Requirements
The Necessities
- College degree, some customer service experience, and financial services experience preferred
- Strong verbal, written, follow-up, and organization skills
- Comfortable with inbound and outbound phone calls from individuals saving in 401(k), 403(b), IRA, 529, ESA, and other workplace savings plans
- PC literacy; experience with Zendesk and Jira is a plus
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Flexible and adaptable to constantly changing responsibilities and assignments
This role will be based in Scottsdale, Austin, or King of Prussia office, and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is $50K - $55K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
Full-Time Employee Benefits
We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
Interview Process
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Benefits
- 401(k)
- stock options
About this role
Supporting savers through their financial decisions is the core of this coordinator role at Vestwell, a fintech platform managing over $57 billion in retirement, education, and healthcare savings accounts. You'll be the first point of contact for individuals with questions about 401(k)s, 529 plans, IRAs, and similar accounts, handling inbound calls, emails, and chat inquiries. The work involves reviewing plan documents, processing distribution requests, troubleshooting account issues, and escalating complex problems to management—all while maintaining Vestwell's service standards and quality metrics.
Success in this position requires strong communication skills, comfort with high-volume customer interactions, and the ability to make sound decisions quickly under pressure. A college degree and some customer service experience are expected; financial services background is preferred. You'll need to be organized and adaptable, comfortable multitasking across different communication channels while keeping clients satisfied and retention in focus.
The role is hybrid based in Austin, Phoenix, or King of Prussia, with a salary of $50K–$55K plus eligibility for company bonuses and new hire equity. Vestwell offers comprehensive health benefits, flexible time off, and a 401(k) plan—fitting for a company built around helping people save.
How this employer is doing
solid
- Recently Raised Funding
- Recent Acquisition
In the news
Vestwell Raises $385 Million to Power the Future of Saving, Sixth Street
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Pay for this role
$50,000 to $55,000 per year
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