---
title: 'Coordinator, Employer Services at Vestwell'
canonical: 'https://feeny.ai/job/coordinator-employer-services-vestwell-new-york-9khy1n86r8dn'
type: 'job'
last_seen: '2026-09-13'
---

# Coordinator, Employer Services at Vestwell

- **Company:** Vestwell
- **Location:** New York, NY / Austin, TX / King of Prussia, PA / Scottsdale, AZ
- **Posted:** 2026-07-01
- **Last confirmed live:** 2026-09-13
- **Apply:** https://job-boards.greenhouse.io/vestwell/jobs/7791869003

## Job description

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs.

Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.

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](http://vestwell.com/)

Who Are We Looking For?

We are seeking an energetic and reliable professional to join our team as an Employer Services Coordinator. Successful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary.

As an Employer Services Coordinator at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues. The ideal candidate demonstrates strong curiosity and critical thinking skills, with an ability to analyze client needs and work cross-functionally to solve problems creatively. They are resilient, adaptable, and eager to learn while supporting clients and internal teams.

Our mission-driven Employer Services team is often the first point of contact for customers, so we are interested in hiring individuals with a passion to provide memorable client experiences  with an ability to make quick and accurate decisions. Those who work tirelessly through the lens of hospitality and customer service jump to the front of the line.

What Will You Be Doing?

Day-to-day you will be expected to:

- Assist with a book of business consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues.
- Help manage client expectations to avoid any disconnects with process and timing standards.
- Collaborate across all internal teams in order to resolve any client issues and be the voice between our internal teams and our client to manage resolution, feedback, and satisfaction.
- Identify and resolve one-touch tickets at point of initial contact by utilizing available online tools.
- Provide detailed, accurate and timely responses to client email inquiries.
- Share data-driven insights with our product teams to improve our platform and planning roadmap.
- Participate in scheduled client conference calls to provide plan status and updates on remediation of any client issues.
- Being the friendly, knowledgeable first point of contact for a high volume of inbound client phone calls.
- Conducting appropriate and timely follow up to ensure the highest level of service.
- Communicating in a relatable, humanized way to promote trust and allegiance.
- Creating tickets and providing follow-up as required.
- Adhering to client-facing and internal Service Level requirements.
- Support the team with handling complaints, troubleshooting problems, and providing solutions, and escalating to our Legal and Compliance Team when needed.
- Posting interaction within our tooling to document updates to client accounts.
- Host or moderate webinars, walking sponsors through the registration and the portal, and answering questions.

## Requirements

The Necessities:

- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Strong time management and organizational skills to ensure the timeliness of all proactive and reactive communications
- Strong critical thinking and problem-solving skills
- Commitment to superior customer service
- Curiosity and a desire to learn
- Positive and proactive attitude
- Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless office
- Excellent attention to detail and accuracy, proficient with numbers and basic calculations

The Extras:

- Retirement industry experience
- Series 6, 7, 63, 65, 66
- QKS, QKA, QKC

This role will be based in either the Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $55K - $60K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. Employee Benefits We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

Interview Process Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in [vestwell.com](http://vestwell.com/) is not our Recruitment team.

Vestwell’s [Privacy Policy.](https://www.vestwell.com/privacy-policy) Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: [Vestwell’s California Privacy Rights Policy.](https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing&ouid=111643980444675168924&rtpof=true&sd=true)

## About Vestwell

## Company Overview
- **One-liner**: Vestwell is a financial technology platform that powers workplace savings programs including retirement, education, emergency, and disability savings for individuals, employers, financial advisors, and government agencies.
- **Entity Type**: Private (Series E)
- **Headquarters**: 360 Madison Avenue, New York, New York 10017, United States
- **Founded**: 2016
- **Founders**: Not publicly available from search results

## Core Business
- **Primary industry/industries**: Financial technology (Fintech), Workplace savings, Retirement services
- **Target customers**: B2B – financial advisors, employers (small to large), payroll providers, financial institutions, government agencies; B2C – individual savers
- **Mission or purpose statement**: To close the savings gap and build a culture of financial wellness for all.

## Products & Services
- **Retirement Plans (401(k), Safe Harbor 401(k), State Auto IRA)**: Workplace-delivered retirement savings plans with automated payroll sync, compliance, and administration.
- **Student Loan Repayment**: Employer benefit that helps employees pay off student loans faster, often integrated with retirement savings.
- **529 Education Savings**: Tax-advantaged accounts for future education costs.
- **ABLE Disability Savings**: Savings accounts designed for individuals with disabilities, offering tax advantages.
- **Emergency Savings**: Accounts for unexpected expenses, often offered as an employer benefit.
- **Tuition Reimbursement**: Employer benefit for education expenses.
- **White-Labeled Partnership Solutions**: Co-branded portals for advisors, flexible investment options, and integrated compliance support.

## Market Standing
- **Valuation/Market Cap**: Not disclosed
- **Key Metric**: Total Funding – $625M raised (last round: $385M Series E ~1 year ago)
- **Notable Investors/Partners**: Blue Owl Capital, SLW, Morgan Stanley, HarbourVest Partners, TIAA Ventures, and 31+ other investors.
- **Growth Signals**: 
  - Powers over 85% of government retirement savings programs.
  - 2M+ active savers, 500K+ businesses enabled, $50B+ assets saved across all 50 states.
  - Recognized on CNBC’s World’s Top Fintech Companies, Inc. 5000 (fastest-growing), Forbes America’s Best Startup Employers, Built In’s Best Places to Work, PLANSPONSOR’s Top 10 Recordkeepers.

## Competitive Advantages
- Trusted infrastructure: Backs over 85% of state-run retirement programs.
- Comprehensive, unified platform covering retirement, education, emergency, and disability savings.
- Multilingual, mobile-first design focused on financial equity and underserved populations.
- Deep integrations with 190+ payroll providers and automated compliance at scale.

## Strategic Focus
- Continue expanding the suite of workplace savings products (student loan, emergency, ABLE, 529).
- Scale government partnerships and white-label offerings for advisors and financial institutions.
- Drive financial inclusion through accessible, multilingual technology.
- Invest in AI and engineering talent to personalize and modernize the savings experience.

## Why Work Here
- **Culture**: Hybrid work environment with offices in New York, Austin, King of Prussia, and Scottsdale. Typical on-site expectation is 4 days per week; remote program also offered.
- **Perks**: Competitive health coverage, generous vacation and safe/sick time, paid parental leave, strong 401(k) plan, employee wellbeing committee, and a focus on learning & development.
- **Engineering culture**: Emphasis on innovation, taking on complex challenges, and acting like an owner. 160 product + tech employees out of ~500 total.
- **Values**: “Act like an owner,” “Embrace the difficult,” “Look for the better way,” and “Help me, help you, help us.”

## Sources
1. [vestwell.com](https://vestwell.com/)
2. [greenhouse.io – Vestwell Careers](http://job-boards.greenhouse.io/vestwell)
3. [cbinsights.com – Vestwell Profile](https://www.cbinsights.com/company/vestwell)
4. [builtin.com – Vestwell Profile](https://builtin.com/company/vestwell)

## Other roles at Vestwell

- [Director, Relationship Management](https://feeny.ai/job/director-relationship-management-vestwell-new-york-gp1wkqgabt6f) — New York, NY / King of Prussia, PA
- [Associate, Go-to-Market Sales Strategy & Analytics](https://feeny.ai/job/associate-go-to-market-sales-strategy-analytics-vestwell-new-york-5m96m0hgawx2) — New York, NY
- [Associate, Saver Operations](https://feeny.ai/job/associate-saver-operations-vestwell-new-york-bsb2rtjra64z) — New York, NY / Austin, TX / King of Prussia, PA / Scottsdale, AZ
- [Associate, Custody Operations](https://feeny.ai/job/associate-custody-operations-vestwell-king-of-prussia-9c69b27xpvnc) — King of Prussia, PA
- [Associate, Conversions](https://feeny.ai/job/associate-conversions-vestwell-king-of-prussia-4b69z50bpa82) — King of Prussia, PA
- [Associate, Software Engineer](https://feeny.ai/job/associate-software-engineer-vestwell-austin-mv2ytdcq460n) — Austin, TX
- [Partner Success Associate](https://feeny.ai/job/partner-success-associate-vestwell-new-york-stkdwtk3rebe) — New York, NY / Scottsdale, AZ
- [Senior Associate, Financial Services](https://feeny.ai/job/senior-associate-financial-services-vestwell-new-york-81n26geymtvy) — New York, NY / Austin, TX / King of Prussia, PA / Scottsdale, AZ
- [Manager, Software Engineer (AI)](https://feeny.ai/job/manager-software-engineer-ai-vestwell-new-york-6zf5a2z4kaq0) — New York, NY / Austin, TX
- [Senior Associate, Retirement Plan Administration](https://feeny.ai/job/senior-associate-retirement-plan-administration-vestwell-new-york-sgnp2gsyqgdr) — New York, NY / Austin, TX / King of Prussia, PA / Scottsdale, AZ