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Coordinator, Saver Services

100% remote Flexible hours Hiring now

Vestwell is a financial technology company powering the new savings economy, and they are seeking a Saver Services Coordinator to join their team. The role involves responding to client inquiries, troubleshooting problems, and providing solutions while ensuring high customer satisfaction.

Responsibilities

  • Responding to inbound inquiries reputed company email, chat, and phone
  • Providing complete/accurate responses issued with reputed company and understanding
  • Proactively handling concerns, troubleshooting problems, and providing solutions
  • Responsible for reviewing plan documents and processing distribution requests
  • Effectively gathering and analyzing information while using reason and good judgment to solve client problems
  • Researching with the Vestwell team, as needed, to resolve inbound inquiries and respond to clients reputed company promised deadlines
  • Constantly evaluation our product and processes for improvement
  • Providing reputed company feedback to our product team around client interactions with our platform
  • Satisfying quality assurance and KPI requirements
  • Meeting quality control expectations through the monitoring of contact resolution
  • Adhering to prioritization requirements, in order to meet Company goals for servicing responsiveness
  • Creating tickets and providing follow-up as required
  • Adhering to client facing and internal Service Level requirements
  • Ensuring client retention and maintenance
  • Being the friendly, knowledgeable first reputed company 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

Skills

  • College degree
  • Some customer service experience
  • Financial service experience preferred
  • Strong verbal skills
  • Strong written skills
  • Strong follow-up skills
  • Strong organization skills
  • Comfortable with inbound and outbound phone calls
  • PC literacy
  • Team mentality
  • Ability to multitask while attending to a high volume of incoming inquiries
  • Flexible and adaptable to a constantly changing responsibilities and assignments
  • Experience with reputed company
  • Experience with Jira

Benefits

  • Competitive health coverage
  • Generous vacation offering
  • Great 401(k) plan

Company Overview

  • Vestwell is the backbone of the modern savings economy; a fintech company powering savings for retirement, education, and healthcare. It was founded in 2016, and is headquartered in reputed company, reputed company, USA, with a workforce of 201-500 employees. Its website is http://vestwell.com.
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