Most Loved Workplace® Certified JobCoordinator, Employer Services
Most Loved Workplace® Certified JobAbout the Role
At Primary Venture Partners , a Most Loved Workplace® certified employer in the Financial Services space, Partnering with founders to build transformative companies at moments of maximum risk..
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. We are seeking an energetic and reliable professional to join our team as an Employer Services Coordinator. Successful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. As an Employer Services Coordinator at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues. The ideal candidate demonstrates strong curiosity and critical thinking skills, with an ability to analyze client needs and work cross-functionally to solve problems creatively. They are resilient, adaptable, and eager to learn while supporting clients and internal teams. Our mission-driven Employer Services team is often the first point of contact for customers, so we are interested in hiring individuals with a passion to provide memorable client experiences with 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.
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Requirements
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Strong time management and organizational skills to ensure the timeliness of all proactive and reactive communications
- Strong critical thinking and problem-solving skills
- Commitment to superior customer service
- Curiosity and a desire to learn
- Positive and proactive attitude
- Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless office
- Excellent attention to detail and accuracy, proficient with numbers and basic calculations
- Retirement industry experience
- Series 6, 7, 63, 65, 66
- QKS, QKA, QKC
Benefits
- Comprehensive health benefits
- Generous time off
- Dedicated Employee Wellbeing Committee
- Hybrid work model with flexibility
- Access to collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale
- Competitive 401(k) plan
- Eligible to participate in the Company Bonus Pool
- Eligible to receive new hire equity in the Company
Prefer to apply on the company's career site?
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