Coordinator (Saver Services)

Join our team as a Saver Services Coordinator, where you'll be the first point of contact for individuals saving in workplace and education savings plans. You'll be responsible for answering inbound inquiries via email, chat, and phone, providing complete and accurate responses with empathy and understanding. You'll also troubleshoot problems, process distribution requests, and gather and analyze information to solve client issues. This is a hybrid position with competitive health coverage, generous vacation and leave policies, and a strong focus on learning and development.

Responsibilities

• Responding to inbound inquiries via email, chat, and phone, primarily supporting individuals saving in 401(k), 403(b), IRA, 529, ESA, and other workplace savings plans.
• Providing complete, accurate responses delivered with empathy and understanding, proactively handling concerns, troubleshooting problems, and providing solutions.
• Constantly evaluating our product and processes for improvement, providing continuous feedback to our product team around client interactions with our platform.

Requirements

• College degree, some customer service experience, and financial services experience preferred

Strong verbal, written, follow-up, and organization skills

• Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
• PC literacy; experience with Zendesk and Jira is a plus

Pay

USD 50,000 - 55,000

Benefits

• Flexible and adaptable to constantly changing responsibilities and assignments
• Comfortable with inbound and outbound phone calls from individuals saving in 401(k), 403(b), IRA, 529, ESA, and other workplace savings plans