Coordinator, Saver Services
Core
First point of contact for individuals saving in workplace and education savings plans (401(k), 403(b), IRA, 529, ESA), handling inbound inquiries via phone, email, and chat to resolve client issues and process distribution requests.
Role type
Customer service coordinator for financial savings products
Builds
Client support and retention for workplace savings plans
Domain
Financial services / Retirement and education savings
Deliverable
client delivery
Required skills
Inbound customer service, phone communication, email communication, problem-solving, plan document review, data analysis, ticket creation, quality assurance monitoring
Preferred skills
Financial services experience, Zendesk, Jira, PC literacy
Responsibilities
Responding to inbound inquiries via email, chat, and phone; Providing complete, accurate responses delivered with empathy and understanding; Proactively handling concerns, troubleshooting problems, and providing solutions; Reviewing plan documents and processing distribution requests; Researching with the Vestwell team to resolve inbound inquiries; Creating tickets and providing follow-up as required; Adhering to client-facing and internal Service Level requirements; Ensuring client retention and maintenance
Seniority
Entry-level, individual contributor