Associate, Vestwell Operations Center

Associate, Vestwell Operations Center

King of Prussia, PA

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.

To learn more, visit vestwell.com

Who Are We Looking For?

Vestwell is expanding and we're excited about adding Associates to our Operations team who are passionate about our mission to change the state savings / retirement FinTech space. We are seeking individuals who are energetic and reliable professionals to join our team. Successful candidates are responsible for providing operational support to our savers and sponsors via processing inbound account documentation and inquiries, including emails and chat, utilizing company policies to assist our clients, solve issues, and escalate challenges to the managerial team when necessary.

Our Operations Associates are instrumental in providing both timely and high-quality work to our savers and sponsors, so we are interested in hiring individuals with a commitment to overall customer satisfaction. The Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic and a positive attitude. This position requires working closely with our saver and sponsors and fellow Associates to provide valuable insights and direction.

What Will You Be Doing?

Day-to-Day, You Will Be Expected To:

• Process inbound documentation and written inquiries in accordance with Vestwell and State policies and procedures.
• Contribute to initiatives by supporting and participating in projects that increase/enhance client engagement.
• Provide excellent customer service and support. This includes responding to customer support requests in a timely manner, offering multiple forms of communication.
• Provide complete/accurate responses and work product with empathy and understanding.
• Provide timely, superior customer service, including problem solving and issue resolution.
• Provide effective verbal and written communications in a clear, concise and informative manner.
• Demonstrate flexibility and adaptability in a dynamic environment, adjusting to evolving business priorities and client needs.
• Responsible for protecting, securing, and proper handling of all confidential data to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to the Saver, Sponsor, State, or Vestwell.
• Proactively handle concerns, troubleshooting problems, and providing solutions.
• Review program documents and provide accurate information to initiator according to both Vestwell's and the State's guidelines and standard practices.
• Provide feedback to management and product team on how our product and processes can be improved.
• Other tasks and ad hoc projects within the scope of the role may be required sporadically, including cross-training new hires/peers.

Requirements

• College degree and/or equivalent customer service experience.
• The ability to communicate effectively (clear, concise and professionally) with all levels.
• Ability to work in a team environment to ensure a common goal of providing exceptional client service.
• Strong commitment to superior customer service
• Positive and proactive attitude
• Flexible, creative, team-oriented, results-driven, and collaborative
• Demonstrate ability to perform in a fast-paced service environment working with set deadlines.
• Prior experience using internal technical operational tools (e.g. Jira, Zendesk, Asana or other CRM applications, Excel/Google Sheets, Word/Google docs and Apple products).
• Balance quality, productivity, and service standards in your day to ensure KPIs are achieved.
• Excellent attention to detail and accuracy, proficient with numbers and basic calculations.
• Maintain an in-office presence of a minimum of four days per week, in alignment with company standards and to support team collaboration.

The Extras

• Prior operations experience is preferred, but not required.
• Bilingual Spanish speaking is a plus.

This role will be based in our King of Prussia, PA office, and will be part of Vestwell's hybrid in-office operation. The expected base salary range for this position is $60K - $70K base. This position is eligible to participate in the Company Bonus Pool. 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.

Our 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.

Our 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.