Associate, Saver Operations

Join to apply for the Associate, Saver Operations role at Vestwell
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About Vestwell
Vestwell is a financial technology company powering the new savings economy. Based in New York City, the fintech platform helps people save for retirement, education and healthcare. The platform serves 350 000 businesses, 1.5 million active savers and $30 billion in assets across all 50 states.

We seek a detail‑oriented, proactive Operations Associate to join our team. The role involves processing distributions and loans from retirement plans while meeting procedures and maintaining exceptional quality. Successful candidates thrive in a fast‑paced environment and enjoy managing time‑sensitive tasks.

• 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 akọkọ volume of time‑sensitive tickets while maintaining exceptional accuracy and productivity.
• Make outbound calls and send concise e‑mails to participants to verify information and 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.

• Familiarity with Jira, Zendesk, Aircall or similar task management and CRM software; understanding of retirement plans.
• 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 within the role.
• Experience in high‑volume, detail‑oriented environments is a plus.

The role can be based in Austin, King of Prussia or Phoenix and will be expected to report to the chosen office on a hybrid schedule.

Base Salary
: $55 k – $65 k. The position participates in the Company Bonus Pool and may receive new‑hire equity. Salary bands may vary based on the final location.

Vestwell offers competitive health coverage, generous vacation, an Employee Wellbeing Committee and a robust 401(k) plan. We support a hybrid office policy with work spaces across Manhattan, Austin, King of Prussia and Phoenix.

The process starts with 1–2 conversations about Vestwell, your experience and interests. Depending on the role, a skill or experience screen is followed by a virtual or in‑person interview panel. A references check concludes the process before an offer is made.

For questions, contact  All other emails are not from the recruiting team.