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Vestwell · 1 day ago

Coordinator, Saver Services

Austin, TX | Phoenix, AZ

Full-time

Hybrid

New Grad, Entry Level

$50K/yr - $55K/yr

Vestwell is a financial technology company powering the new savings economy, and they are seeking a Saver Services Coordinator to join their team. The role involves responding to client inquiries, troubleshooting problems, and providing solutions while ensuring high customer satisfaction.

Employee BenefitsFinanceFinancial ServicesFinTechRetirement

Comp. & Benefits

Responsibilities

Responding to inbound inquiries via email, chat, and phone

Providing complete/accurate responses issued with empathy and understanding

Proactively handling concerns, troubleshooting problems, and providing solutions

Responsible for 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 evaluation 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

Conducting appropriate and timely follow up to ensure the highest level of service

Communicating in a relatable, humanized way to promote trust and allegiance

Qualification

Customer service experienceFinancial service experienceZendeskJiraMultitaskingVerbal communicationWritten communicationOrganizational skillsTeam mentalityAdaptability