Coordinator, Saver Services
Vestwell
King of Prussia, PAFresher1h agovia LinkedIn
This job at a glance
- Who can apply
- New grads, no experience needed
- Must know
- TroubleshootingLead generationCustomer service
- Nice to have
- Jira
- Work
- On-site in King of Prussia
- Pay
- Not stated by the employer.
- Skill demand
- Customer service32%Troubleshooting6%Lead generation4%of 100 similar entry-level jobs posted in the US this week
- Listed
- Oct 29, 2026 · still open
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About the Role
Vestwell is seeking an energetic and reliable Saver Services Coordinator to join our team. This role is the first point of contact for individuals saving in workplace and education savings plans.
Key Responsibilities
- Respond to inbound inquiries via email, chat, and phone, primarily supporting individuals saving in 401(k), 403(b), IRA, 529, ESA, and other workplace savings plans.
- Provide complete, accurate responses delivered with empathy and understanding.
- Proactively handle concerns, troubleshoot problems, and provide solutions.
- Review plan documents and process distribution requests.
- Gather and analyze information, using reason and good judgment to solve client problems.
- Research with the Vestwell team, as needed, to resolve inbound inquiries and respond to clients within promised deadlines.
- Evaluate products and processes for improvement.
- Provide continuous feedback to the product team around client interactions with the platform.
- Meet quality control expectations through the monitoring of contact resolution.
- Adhere to prioritization requirements to meet company goals for servicing responsiveness.
- Create tickets and provide follow-up as required.
- Adhere to client-facing and internal Service Level requirements.
- Ensure client retention and maintenance by being the friendly, knowledgeable first point of contact for inbound inquiries.
Requirements & Tech Stack
- Strong verbal, written, follow-up, and organization skills.
- Comfortable with inbound and outbound phone calls from individuals saving in 401(k), 403(b), IRA, 529, ESA, and other workplace savings plans.
- PC literacy.
- Experience with Zendesk and Jira is a plus.
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries.
- Flexible and adaptable to constantly changing responsibilities and assignments.
- This role will be based in the Scottsdale, Austin, or King of Prussia office, and will be part of Vestwell's hybrid in-office operation.
Qualifications
- College degree.
- Some customer service experience.
- Financial services experience preferred.