Associate, Saver Operations

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement education and healthcare savings needs.

Today Vestwell enables over 350000 businesses and over 2M active savers with over $50B in assets saved across all 50 states.

Vestwells platform serves a diverse clientele including financial advisers employers third-party administrators financial institutions payroll providers government agencies and individual learn more visit

Who Are We Looking For

We are seeking a detail-oriented and proactive Operations Associate to join our thisrole you will be responsible for processing distributions and loans from retirement plans whileadhering to established procedures and ensuring exceptional quality. The ideal candidatethrives in a fast-paced environment enjoys managing time-sensitive tasks and is eager tolearn and grow within the retirement services industry.

What Will You Be Doing

A key component of Vestwells mission to empower retirement savings includes effortless plan onboarding and ongoing plan administration. As an Operations Associate you will monitor and support these processes to ensure that sponsors can provide a 401(k) plan with as little friction as possible.

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

• Process participant requests for distributions and loans from retirement plans accurately and efficiently.
• Adhere to company procedures regulatory requirements and quality standards during all transactions.
• Handle a high volume of time-sensitive tickets while maintaining exceptional accuracy and productivity.
• Make outbound calls to participants to verify information or clarify details related to requests.
• Send professional concise emails to participants to gather required supporting documentation.
• Accurately document participant interactions and outcomes within Jira and other tracking systems.
• Collaborate with team members to improve workflows and ensure participant satisfaction.
• Be open to coaching and continuously strive for improvement in skills and knowledge.

Requirements
The Necessities

• Familiarity with Jira Zendesk Aircall or similar task management and CRM software. Understanding of retirement plans and associated processes (e.g. loans distributions).
• Strong verbal and written communication skills for participant outreach and documentation.
• Exceptional organizational skills and the ability to manage competing priorities.
• Willingness to learn adapt to new challenges and grow within the role.
• Experience in high-volume detail-oriented environments is a plus.

This role will be based in the New York Austin King of Prussia or Scottsdale office and will be part of Vestwells hybrid in-office operation.

The expected base salary range for this position is $55K - $65K 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.

Employee Benefits
Were 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.

Interview Process
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background interests and what youre looking for while also giving you the opportunity to learn more about Vestwell and the team. From there the process varies by role but typically includes a skills or experience-based assessment such as a coding interview portfolio review or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer we complete a reference check with a current or former manager and a peer. Throughout the process we prioritize transparency clear communication and minimizing surprises.

For your awareness you will only receive correspondence from any other domain not ending not our Recruitment team.

VestwellsPrivacy 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:Vestwells California Privacy Rights Policy.