Power workplace retirement and savings on one modern platform—401(k)s, education, and emergency savings with payroll sync across 190+ providers. Backed by Lightspeed.
About the role
As a Manager, Saver Services , you will lead a hybrid team of onshore and offshore service associates who provide front-line support to our clients via email, chat, and phone. This role is crucial in ensuring an exceptional customer experience by maintaining high service standards, coaching team members, and driving continuous improvement. You will collaborate with cross-functional teams, including product and operations, to enhance service delivery and identify process efficiencies. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Ensure timely, accurate, and empathetic responses to inbound client inquiries via email, chat, and phone
- Oversee the processing of plan documents, distribution requests, and other service-related tasks
- Monitor and enhance quality control processes to ensure adherence to company and regulatory standards
- Handle escalations and complex client issues with a focus on resolution and retention
- 3+ years of experience in customer service, client support, or operations, with at least 1-2 years in a leadership or management role
- Strong communication skills—both verbal and written—with the ability to coach others in effective client interactions
More about this role
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 790,000 businesses and more than 2.75 million active savers, with over $57 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
As a Manager, Saver Services , you will lead a hybrid team of onshore and offshore service associates who provide front-line support to our clients via email, chat, and phone. This role is crucial in ensuring an exceptional customer experience by maintaining high service standards, coaching team members, and driving continuous...
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