Associate, Employer Services

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We need to parse the posting. First, there is an introductory paragraph about Vestwell (company description). That could be "About the role"? Actually "About the role" is typical heading for description of role. The posting includes "Who Are We Looking For?" then description of role. Then "What Will You Be Doing?" then bullet list of duties. Then "Requirements" with Necessities and Extras. Then location/hybrid info. Then salary range. Then benefits description. Then interview process etc (should be removed as boilerplate? It's not cookie/legal but it's about interview process; we might keep? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Interview process is not necessarily boilerplate but could be considered part of posting; but we might keep if substantive. However they said prefer few substantive sections over many thin ones. Could combine interview process into maybe not needed. But we can include as a section? Not listed headings; we could omit. We need to include sections: About the role (maybe from "Who Are We Looking For?"), Responsibilities (from "What Will You Be Doing?"), Requirements (from "Requirements" section), Benefits (from "Employee Benefits"), Pay (salary range), Schedule (maybe hybrid work model? Not explicit schedule but location/hybrid). The posting mentions hybrid in-office operation, offices locations. Could be considered Schedule? Not exactly. Could omit Schedule if no explicit schedule. We must not repeat job title as heading. Job title is Employer Services Associate; we should not use that as heading. We must not put Job ID/requisition numbers as headings. We must preserve all substantive information; do not invent or summarize away detail. We need to use

• for any list of duties/requirements/benefits, and

  for prose. We need to output only HTML fragment, no /, no markdown fences. Let's extract content. Company 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" That's about the company, could be placed under About the role? Usually About the role includes description of role and maybe company. We'll put that as About the role. Next: "Who Are We Looking For? We are seeking an energetic and reliable professional to join our team as an Employer Services Associate. Successful candidates will be responsible for working directly with our Clients by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. Our mission-driven associates are often the first point of contact for clients, so we are interested in hiring individuals with a passion to provide memorable client experiences with an ability to make quick and accurate decisions. As an Employer Services Associate 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." That's prose about role. Could be part of About the role as well. We'll combine. Next: "What Will You Be Doing? Day-to-day You Will Be Expected To Partner with your designated team and cross-functionally with Client Success Manager to manage clients consisting of advisors and employers to ensure their servicing needs are being met and assist with administration issuesManage client expectations to avoid any disconnects with process and timing standardCollaborate 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. Share data-driven insights with our product teams to improve our platform and planning roadmapLead and/or attend scheduled client conference calls to provide plan status and updates on remediation of any client issuesBeing the friendly, knowledgeable first point of contact for inbound inquiries Conducting appropriate and timely follow up to ensure the highest level of serviceCommunicating in a relatable, humanized way to promote trust and allegianceCreating tickets and providing follow-up as requiredAdhering to client-facing and internal Service Level requirementsHandling complaints, troubleshooting problems, and providing solutionsEffectively gathering and analyzing information while using reason and good judgment to solve client problemsResearching with the Vestwell team, as needed, to resolve inbound inquiries and respond to clients within promised deadlinesProviding complete/accurate responses issued with empathy and understanding Posting interaction within our tooling to document updates to client accounts" That's a long run-on sentence; we need to split into list items. We'll extract each duty as separate

• . Let's parse manually: - Partner with your designated team and cross-functionally with Client Success Manager to manage clients consisting of advisors and employers to ensure their servicing needs are being met and assist with administration issues - Manage client expectations to avoid any disconnects with process and timing standard - 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. - Share data-driven insights with our product teams to improve our platform and planning roadmap - Lead and/or attend 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 inbound inquiries - 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 - Handling complaints, troubleshooting problems, and providing solutions - Effectively gathering and analyzing information while using reason and good judgment to solve client problems - Researching with the Vestwell team, as needed, to resolve inbound inquiries and respond to clients within promised deadlines - Providing complete/accurate responses issued with empathy and understanding - Posting interaction within our tooling to document updates to client accounts We'll make a
  with those. Next: "Requirements The Necessities: Team mentality and the ability to multitask while attending to a high volume of incoming inquiries Develop and maintain a strong business partnership with employers and vendorsStrong time management and organizational skills to ensure the timeliness of all proactive and reactive communicationsStrong commitment to superior customer servicePositive and proactive attitudeProficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless officeExcellent attention to detail and accuracy, proficient with numbers and basic calculationsCritical thinking skills to be able to use the information in front of you to come to quick and accurate conclusions The Extras Retirement industry experienceSeries 6, 7, 63, 65, 66QKA, QKCSix sigmaPrevious experience from Banking, Financial Services, Payroll, Employee Benefits" We need to split into list items for necessities and extras. Necessities list: - Team mentality and the ability to multitask while attending to a high volume of incoming inquiries - Develop and maintain a strong business partnership with employers and vendors - Strong time management and organizational skills to ensure the timeliness of all proactive and reactive communications - Strong commitment to superior customer service - 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 - Critical thinking skills to be able to use the information in front of you to come to quick and accurate conclusions Extras list: - Retirement industry experience - Series 6, 7, 63, 65, 66 - QKA, QKC - Six sigma - Previous experience from Banking, Financial Services, Payroll, Employee Benefits We could combine under Requirements heading with subheadings? But we only have

  for section headings; we could have a single Requirements section with two lists maybe with

  headings inside? But we should not invent headings not allowed? We could use

  for "Necessities:" and "Extras:" as prose. That's fine. Next: location/hybrid: "This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation." Could be placed under Schedule? Not exactly schedule. Could be under About the role? Or we could create a Schedule section? The instruction: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text. The posting does mention hybrid in-office operation and locations; that could be considered Schedule (work arrangement). We'll create a Schedule section with that info. Next: Pay: "The expected base salary range for this position is $55K - $70K 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." We need Pay section with that info. Next: Benefits: "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." We'll put that under Benefits. We should remove interview process, privacy policy, etc as boilerplate/legal. Indeed those are legal/privacy; remove. Now construct HTML. We'll have sections:

  About the role

  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

  We are seeking an energetic and reliable professional to join our team as an Employer Services Associate. Successful candidates will be responsible for working directly with our Clients by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. Our mission-driven associates are often the first point of contact for clients, so we are interested in hiring individuals with a passion to provide memorable client experiences with an ability to make quick and accurate decisions. As an Employer Services Associate 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.

  Responsibilities

  • Partner with your designated team and cross-functionally with Client Success Manager to manage clients consisting of advisors and employers to ensure their servicing needs are being met and assist with administration issues
  • Manage client expectations to avoid any disconnects with process and timing standard
  • 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