Vestwell
financial technology
Coordinator,ClientServices
“Coordinator, Client Services at Vestwell. Skills: Client services, Customer service, Problem solving. Answer incoming emails and calls. Solve client issues”
What You'll Achieve.
Ensure servicing needs are met; Avoid disconnects with process and timing standards; Manage resolution, feedback, and satisfaction; Improve platform and planning roadmap; Ensure highest level of service; Promote trust and allegiance
Industry & Context.
Solve client issues; Escalate challenges; Resolve client issues; Identify and resolve tickets; Troubleshoot problems; Provide solutions
Willing to work 9am ET to 6pm ET
What They're Looking For.
Must Have
Team mentality, Ability to multitask, Time management skills, Organizational skills, Commitment to superior customer service, Positive and proactive attitude, Proficiency with Excel/Google Sheets, Proficiency with Word/Google Docs, Proficiency with Adobe Acrobat, Browsing network directories, Attention to detail, Accuracy, Proficient with numbers, Basic calculations
Nice to Have
Retirement industry experience, Series 6, Series 7, Series 63, Series 65, Series 66, QKA, QKC
What You'll Do.
Answer incoming emails and calls
Escalate challenges to management
Assist with book of business
Assist with administration issues
Manage client expectations
Resolve client issues
Identify and resolve tickets
Share data-driven insights
Participate in client calls
Provide plan status updates
Conduct timely follow up
Adhere to Service Level requirements
Troubleshoot problems
Post interaction within tooling
How You'll Work.
Team & Collaboration
Work cross-functionally across teams; Collaborate across internal teams; Be the voice between internal teams and client
Communication Scope
Communicate and facilitate resolutions; Communicate in a relatable, humanized way
Applying for this Coordinator, Client Services role?
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