# Coordinator, Saver Services

**Company:** [Vestwell](https://hotfix.jobs/companies/vestwell)
**Location:** Austin, TX, King Of Prussia, PA
**Role:** Customer Support
**Salary:** $50k – $55k/yr
**Skills:** customer service, Financial Services, 401(k) plans, 403(b) plans, ira, 529 plans, Zendesk, Jira, email support, chat support, phone support, ticketing
**Posted:** 2026-08-05

> Handles phone, email, and chat inquiries from individuals using workplace and education savings plans, resolving issues with empathy, accuracy, and sound judgment. The role requires strong communication, organization, multitasking, and customer service skills, with financial services and support-platform experience preferred.

## Job Description

## Responsibilities
- Respond to inbound inquiries via email, chat, and phone.
- Support individuals saving in 401(k), 403(b), IRA, 529, ESA, and other workplace savings plans.
- Provide complete and accurate responses with empathy and understanding.
- Handle concerns, troubleshoot problems, and provide solutions.
- Review plan documents and process distribution requests.
- Gather and analyze information, using reason and judgment to solve client problems.
- Research with internal teams to resolve inquiries and respond within promised deadlines.
- Evaluate products and processes for improvement.
- Provide feedback to the product team about client interactions with the platform.
- Meet quality assurance, quality control, KPI, prioritization, and service-level requirements.
- Create tickets and provide follow-up as required.
- Serve as a friendly, knowledgeable first point of contact for inbound inquiries.
- Support client retention and maintenance.

## Requirements
- College degree preferred.
- Customer service experience preferred.
- Financial services experience preferred.
- Strong verbal, written, follow-up, and organizational skills.
- Comfort handling inbound and outbound calls from individuals using workplace and education savings plans.
- PC literacy.
- Team mentality and the ability to multitask while handling a high volume of inquiries.
- Flexibility and adaptability as responsibilities and assignments change.

## Nice to Have
- Experience with Zendesk.
- Experience with Jira.

## Compensation and Benefits
- Expected base salary: **$50,000–$55,000**.
- Eligible to participate in the Company Bonus Pool.
- Eligible to receive new-hire equity.
- Comprehensive health benefits.
- Generous paid time off.
- Employee wellbeing programs.
- Hybrid work model.
- Competitive 401(k) plan.

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