Coordinator, Client Services

Vestwell is a financial technology company powering the new savings economy, and they are seeking a Client Services Coordinator to join their mission-driven Client Success team. The role involves assisting clients, managing expectations, and collaborating with internal teams to resolve client issues and enhance satisfaction. Responsibilities Assist with a book of business consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues Help manage client expectations to avoid any disconnects with process and timing standards Collaborate across all internal teams in order to resolve any client issues and be the voice between our internal teams and our client to manage resolution, feedback, and satisfaction Identify and resolve one-touch tickets at point of initial contact by utilizing available online tools Share data-driven insights with our product teams to improve our platform and planning roadmap Participate in scheduled client conference calls to provide plan status and updates on remediation of any client issues 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 Creating tickets and providing follow-up as required Adhering to client-facing and internal Service Level requirements Support the team with handling complaints, troubleshooting problems, and providing solutions, and escalating to our Legal and Compliance Team when needed Posting interaction within our tooling to document updates to client accounts Skills 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 commitment to superior customer service 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 Must be willing to work 9am ET to 6pm ET Retirement industry experience Series 6, 7, 63, 65, 66 QKA, QKC Benefits Eligible to participate in the Company Bonus Pool Eligible to receive new hire equity in the Company Competitive health coverage Generous vacation offering Hybrid office policy 401(k) plan A dedicated Employee Wellbeing Committee Company Overview Vestwell is a digital savings platform that offers and manages a range of savings and retirement plans. It was founded in 2016, and is headquartered in New York, New York, USA, with a workforce of 501-1000 employees. Its website is http//vestwell.com. Apply To This Job