Associate, Saver Operations

Vestwell•Phoenix, AZ

3d•$55,000 - $65,000•Hybrid

About The Position

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. 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? We are seeking a detail-oriented and proactive Operations Associate to join our team. In this role, you will be responsible for processing distributions and loans from retirement plans while adhering to established procedures and ensuring exceptional quality. The ideal candidate thrives in a fast-paced environment, enjoys managing time-sensitive tasks, and is eager to learn and grow within the retirement services industry. What Will You Be Doing? A key component of Vestwell’s mission to empower retirement savings includes effortless plan onboarding and ongoing plan administration. As a Senior Operations Associate, you will monitor and support these processes to ensure that sponsors can provide a 401(k) plan with as little friction as possible.

Requirements

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.

Nice To Haves

Experience in high-volume, detail-oriented environments is a plus.

Responsibilities

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.

Benefits

We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering.
We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them.
Oh, and naturally we have a great 401(k) plan!

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