Back to jobs
New

Associate, Vestwell Operations Center

King of Prussia, PA

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

Associate, Vestwell Operations Center

Who Are We Looking For?

Vestwell is expanding and we’re excited about adding Associates to our Operations team who are passionate about our mission to change the state savings / retirement FinTech space. We are seeking individuals who are energetic and reliable professionals to join our team. Successful candidates are responsible for providing operational support to our savers and sponsors via processing inbound account documentation and inquiries, including emails and chat, utilizing company policies to assist our clients, solve issues, and escalate challenges to the managerial team when necessary.

Our Operations Associates are instrumental in providing both timely and high-quality work to our savers and sponsors, so we are interested in hiring individuals with a commitment to overall customer satisfaction. The Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic and a positive attitude. This position requires working closely with our saver and sponsors and fellow Associates to provide valuable insights and direction.

What Will You Be Doing?

Day-to-Day, You Will Be Expected To:

  • Process inbound documentation and written inquiries in accordance with Vestwell and State policies and procedures.
  • Contribute to initiatives by supporting and participating in projects that increase /enhance client engagement.
  • Provide excellent customer service and support. This includes responding to customer support requests in a timely manner, offering multiple forms of communication.
  • Provide complete/accurate responses and work product with empathy and understanding.
  • Provide timely, superior customer service, including problem solving and issue resolution.
  • Provide effective verbal and written communications in a clear, concise and informative manner.
  • Demonstrate flexibility and adaptability in a dynamic environment, adjusting to evolving business priorities and client needs.
  • Responsible for protecting, securing, and proper handling of all confidential data to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to the Saver, Sponsor, State, or Vestwell.
  • Proactively handle concerns, troubleshooting problems, and providing solutions.
  • Review program documents and provide accurate information to initiator according to both Vestwell’s and the State’s guidelines and standard practices.
  • Provide feedback to management and product team on how our product and processes can be improved.
  • Other tasks and ad hoc projects within the scope of the role may be required sporadically, including cross-training new hires/peers.

Requirements

The Necessities

  • College degree and/or equivalent customer service experience.
  • The ability to communicate effectively (clear, concise and professionally) with all levels.
  • Ability to work in a team environment to ensure a common goal of providing exceptional
  • client service.
  • Strong commitment to superior customer service
  • Positive and proactive attitude
  • Flexible, creative, team-oriented, results-driven, and collaborative
  • Demonstrate ability to perform in a fast-paced service environment working with set deadlines.
  • Prior experience using internal technical operational tools (e.g. Jira, Zendesk, Asana or other CRM applications, Excel/Google Sheets, Word/Google docs and Apple products).
  • Balance quality, productivity, and service standards in your day to ensure KPIs are achieved.
  • Excellent attention to detail and accuracy, proficient with numbers and basic calculations.
  • Maintain an in-office presence of a minimum of four days per week, in alignment with company standards and to support team collaboration.

The Extras

  • Prior operations experience is preferred, but not required.
  • Bilingual – Spanish speaking is a plus.

This role will be based in our King of Prussia, PA office, and will be part of Vestwell's hybrid in-office operation (4x per week)

The expected base salary range for this position is $60K - $70K 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.

OUR BENEFITS

We’re an innovative, high-growth company, with lots of exciting milestones ahead. 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 office, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan!

OUR PROCESS

It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.

For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.

Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.

Create a Job Alert

Interested in building your career at Vestwell? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Vestwell’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.