Joblaze summary

In the role of Saver Services Coordinator at Vestwell, the individual will handle inbound inquiries from clients utilizing various savings plans, ensuring their concerns are addressed with empathy and accuracy. Key skills include strong communication abilities and familiarity with financial services, while experience with tools like Zendesk and Jira is advantageous. This position is ideal for someone with a customer service background who thrives in a fast-paced environment and is adaptable to changing responsibilities. Vestwell's focus on innovation and employee wellbeing reflects its commitment to a supportive workplace culture.

Joblaze insights

Listed about 2 months ago — first seen on Joblaze September 3, 2026. Last confirmed on Vestwell's careers page November 4, 2026.
Salary band is below the typical range for comparable tech roles (median ~$128,000).
Starts above 5% of 141 comparable junior other roles in United States we track (median $90,000 across 63 companies).

Quick facts

Is the Coordinator, Saver Services role remote?: It's hybrid — Vestwell expects some on-site time in Austin, TX | King of Prussia, PA | Scottsdale, AZ.
What's the salary range?: Vestwell lists $50,000–$55,000 for this role.
Where is the role based?: Vestwell is hiring for this position in Austin, TX | King of Prussia, PA | Scottsdale, AZ.
What seniority level is this role?: Vestwell targets junior candidates for this position.
Is this full-time or contract?: Full-time for this Coordinator, Saver Services role at Vestwell.

From the original posting

Who Are We Looking For?

We are seeking an energetic and reliable professional to join our team as a Saver Services Coordinator. Successful candidates will be responsible for answering inbound phone calls and emails from individuals saving in workplace and education savings plans such as 401(k), 403(b), IRAs, 529 plans, and ESAs, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary.

Our coordinators are often the first point of contact for these savers, so we are interested in hiring individuals with a commitment to customer satisfaction and an ability to make quick and accurate decisions. Those who work tirelessly through the lens of hospitality and customer service jump to the front of the line.

What Will You Be Doing?

Day-to-Day You May Also Be Expected To:

Responding 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 by:

Providing complete, accurate responses delivered with empathy and understanding
Proactively handling concerns, troubleshooting problems, and providing solutions
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 within promised deadlines
Constantly evaluating our product and processes for improvement
Providing continuous 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 point of contact for inbound inquiries

Requirements
The Necessities

College degree, some customer service experience, and financial services experience preferred
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 Scottsdale, Austin, or King of Prussia office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $50K - $55K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

Full-Time Employee Benefits
We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

Standard company text repeated across Vestwell's postings is omitted here.

Coordinator, Saver Services

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