Day-to-Day You May Also Be Expected To
Process participant requests for distributions and loans from retirement plans accurately and efficiently.
Adhere to company procedures, regulatory requirements, and quality standards during all transactions.
Handle a high volume of time-sensitive tickets while maintaining exceptional accuracy and productivity.
Make outbound calls to participants to verify information or clarify details related to requests.
Send professional, concise emails to participants to gather required supporting documentation.
Accurately document participant interactions and outcomes within Jira and other tracking systems.
Collaborate with team members to improve workflows and ensure participant satisfaction.
Be open to coaching and continuously strive for improvement in skills and knowledge.
Requirements
The Necessities
Familiarity with Jira, Zendesk, Aircall or similar task management and CRM software. Understanding of retirement plans and associated processes (e.g., loans, distributions).
Strong verbal and written communication skills for participant outreach and documentation.
Exceptional organizational skills and the ability to manage competing priorities.
Willingness to learn, adapt to new challenges, and grow within the role.
Experience in high-volume, detail-oriented environments is a plus.
This role will be based in the New York, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is $55K - $65K 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.
