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Associate, Saver Operations

Vestwell
Location
New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ
Posted
12 days ago
Department
Saver Operations
Salary
$55K - $65K
What they actually want (must-haves)
  • 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
Nice to have
  • Experience in high-volume, detail-oriented environments
What the job really is

As an Operations Associate at Vestwell, you will be responsible for processing distributions and loans from retirement plans while ensuring adherence to company procedures and quality standards. Your daily tasks will include managing time-sensitive requests, communicating with participants, and collaborating with team members to enhance workflows and participant satisfaction.

Benefits
  • Comprehensive health benefits
  • Generous time off
  • Employee Wellbeing Committee
  • Hybrid work model with access to collaborative offices
  • Competitive 401(k) plan
  • Participation in the Company Bonus Pool
Things to weigh
  • Base salary range is $55K - $65K, which may differ based on location
  • Role involves handling a high volume of time-sensitive tasks
  • Position requires attention to detail in a fast-paced environment
Job score4.2/5
Benefits4/5
Freshness5/5
Career value3/5
Role clarity4/5
Pay transparency5/5

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