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We are seeking an energetic and reliable professional to join our team as an Employer Services Coordinator. Successful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. Our mission-driven Client Success team is often the first point of contact for customers, so we are interested in hiring individuals with a passion to provide memorable client experiences with an ability to make quick and accurate decisions. As a Client Success Coordinator at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues.
Job Responsibility:
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
Requirements:
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