# Associate, Saver Operations

**Company:** [Vestwell](https://hotfix.jobs/companies/vestwell)
**Location:** New York, NY, Austin, TX, King Of Prussia, PA, Scottsdale, AZ
**Role:** Finance & Accounting
**Salary:** $55k – $65k/yr
**Skills:** Jira, Zendesk, Aircall, CRM, Retirement Plans, Loan Processing, Distribution Processing, Written Communication, Verbal Communication, Ticket Management
**Posted:** 2026-09-08

> Processes retirement-plan distributions and loans, manages high-volume participant requests, and handles outreach and documentation. The role requires strong communication, organization, attention to detail, and familiarity with task-management or CRM tools.

## Job Description

## Responsibilities
- Process participant requests for retirement-plan distributions and loans accurately and efficiently.
- Follow company procedures, regulatory requirements, and quality standards for all transactions.
- Handle a high volume of time-sensitive tickets while maintaining accuracy and productivity.
- Make outbound calls to participants to verify information or clarify request details.
- Email participants professionally to obtain required supporting documentation.
- Document participant interactions and outcomes accurately in Jira and other tracking systems.
- Collaborate with teammates to improve workflows and participant satisfaction.
- Accept coaching and continuously develop relevant skills and knowledge.

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

## Compensation and Benefits
- Expected base salary: $55,000–$65,000 annually.
- Eligible for participation in the Company Bonus Pool.
- Eligible to receive new-hire company equity.
- Comprehensive health benefits, generous time off, employee wellbeing support, and a competitive 401(k) plan.

## Similar jobs

- [Banking Operations Associate](https://hotfix.jobs/jobs/f85363eb-1fef-466c-a435-6b725a1c7b12) - LeafLink - Remote - $55k – $95k/yr
- [401 Compliance Associate](https://hotfix.jobs/jobs/dabc35fa-aecb-4601-8976-5b7d6c52b942) - Betterment - Remote - $60k – $70k/yr
- [Finance Operations Analyst](https://hotfix.jobs/jobs/6ff2b4f7-eac7-4532-a40f-f594d85e6bfd) - SmithRx - Remote - $63k – $90k/yr
- [Associate, Custody Operations](https://hotfix.jobs/jobs/72eb6ad8-f2a3-49bf-9fe8-ba8338e2e406) - Vestwell - King Of Prussia, PA - $65k – $75k/yr
- [Fund Administration, Operations Analyst](https://hotfix.jobs/jobs/1b0cd4fd-2414-4f0e-ae93-2326b9a054f9) - Forge - New York, NY - $65k – $75k/yr

**Apply:** https://hotfix.jobs/jobs/512c4c72-ddaf-4af2-975a-c84fe21df270
**Canonical:** https://hotfix.jobs/jobs/512c4c72-ddaf-4af2-975a-c84fe21df270