Associate, Employer Services
Vestwell · Austin, TX · 1 mo ago
OTHR$55k–$70k/yrFull-time
We need to output HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, no invented or summarized away detail. Remove boilerplate etc.
We need to parse the posting.
Content:
- Intro about Vestwell (company description). Could be "About the role"? Actually "Who Are We Looking For?" is description of role. Could be "About the role". We'll include that as a section.
- "What Will You Be Doing?" is responsibilities. So Responsibilities section.
- "Requirements" includes "The Necessities:" and "The Extras". So Requirements section.
- Possibly "Qualifications"? Not separate; maybe combine with Requirements. But we can have Requirements only.
- "Skills": maybe part of Requirements (proficiency with Excel etc). Could be separate Skills section if we want. But we should not create thin sections. Better to combine into Requirements.
- Benefits: There's "Employee Benefits" paragraph describing health benefits, time off, Employee Wellbeing Committee, hybrid work model, 401(k). So Benefits section.
- 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." So Pay section.
- Schedule: Not explicitly mentioned besides hybrid in-office operation. It says "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." That's schedule/location. Could be Schedule section? Might be considered location/hybrid. The instruction: Use
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, no invented or summarized away detail. Remove boilerplate etc.
We need to parse the posting.
Content:
- Intro about Vestwell (company description). Could be "About the role"? Actually "Who Are We Looking For?" is description of role. Could be "About the role". We'll include that as a section.
- "What Will You Be Doing?" is responsibilities. So Responsibilities section.
- "Requirements" includes "The Necessities:" and "The Extras". So Requirements section.
- Possibly "Qualifications"? Not separate; maybe combine with Requirements. But we can have Requirements only.
- "Skills": maybe part of Requirements (proficiency with Excel etc). Could be separate Skills section if we want. But we should not create thin sections. Better to combine into Requirements.
- Benefits: There's "Employee Benefits" paragraph describing health benefits, time off, Employee Wellbeing Committee, hybrid work model, 401(k). So Benefits section.
- 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." So Pay section.
- Schedule: Not explicitly mentioned besides hybrid in-office operation. It says "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." That's schedule/location. Could be Schedule section? Might be considered location/hybrid. The instruction: Use for Schedule if posting actually states them. It does mention hybrid in-office operation. That's schedule info. So we can include Schedule section with that detail.
We must not include filler like "commensurate with experience". Not present.
We must not include boilerplate like EEO etc. Remove lines like "Interview Process", "Please note that salary bands are based on NY...". Actually that is part of Pay detail; we can keep that note as part of Pay. It's substantive.
We must remove "Interview Process", "For your awareness you will only receive correspondence..." etc. Also remove "Privacy Policy", "Attention California residents:" etc. Those are boilerplate/legal. Remove.
Also remove "Our mission-driven associates..." maybe part of About the role.
We need to preserve all substantive information: company description, role description, responsibilities list, requirements (necessities and extras), benefits, pay, schedule (hybrid). Also location list.
We need to format responsibilities as - . Each bullet from "What Will You Be Doing?" list.
Let's extract responsibilities bullets:
From "What Will You Be Doing? Day-to-day You Will Be Expected To" then a long sentence with many items separated by line breaks? Actually it's a paragraph with many items separated by line breaks? Let's parse:
"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"
It seems missing punctuation; we need to split into sensible bullet points. We can break at each capitalized verb start? Let's try to identify each duty:
- 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
That seems comprehensive.
Now Requirements: "The 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
"The Extras":
- 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 into Requirements section with subheadings? But we only allowed headings h3 for sections; we could keep as a single list with all items. That's fine.
Now Benefits: paragraph:
"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 should keep that.
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."
Schedule: "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."
We could also include location in Schedule.
Now About the role: combine company description and "Who Are We Looking For?" plus mission-driven associates etc.
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"
Then "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."
We'll combine into About the role section as prose (
). Could split into multiple paragraphs but fine.
Now we must not include any boilerplate like "Interview Process", "Please note that salary bands..." we kept as part of Pay (it's substantive). "Please note that salary bands are based on NY..." is part of Pay detail, okay.
We must not include "Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale." That's in Benefits; we keep.
Now produce HTML fragment:
About the role
...
Responsibilities
- ...
...
Requirements
- ...
...
Benefits
...
Pay
...
Schedule
...
Check that we didn't miss any substantive info: The line "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." included in About.
Also "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." included.
Now ensure we didn't include any fluff like "To learn more, visit vestwell.com" - that's okay as part of About.
Now ensure we didn't repeat job title as heading. We didn't.
Now ensure we didn't include any list items that are empty.
Now produce final HTML.
Let's craft the About paragraph:
"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
- . Each bullet from "What Will You Be Doing?" list.
Let's extract responsibilities bullets:
From "What Will You Be Doing? Day-to-day You Will Be Expected To" then a long sentence with many items separated by line breaks? Actually it's a paragraph with many items separated by line breaks? Let's parse:
"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"
It seems missing punctuation; we need to split into sensible bullet points. We can break at each capitalized verb start? Let's try to identify each duty:
- 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
That seems comprehensive.
Now Requirements: "The 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
"The Extras":
- 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 into Requirements section with subheadings? But we only allowed headings h3 for sections; we could keep as a single list with all items. That's fine.
Now Benefits: paragraph:
"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 should keep that.
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."
Schedule: "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."
We could also include location in Schedule.
Now About the role: combine company description and "Who Are We Looking For?" plus mission-driven associates etc.
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"
Then "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."
We'll combine into About the role section as prose (
). Could split into multiple paragraphs but fine. Now we must not include any boilerplate like "Interview Process", "Please note that salary bands..." we kept as part of Pay (it's substantive). "Please note that salary bands are based on NY..." is part of Pay detail, okay. We must not include "Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale." That's in Benefits; we keep. Now produce HTML fragment:
About the role
...
Responsibilities
- ... ...
Requirements
- ... ...
Benefits
...
Pay
...
Schedule
...
Check that we didn't miss any substantive info: The line "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." included in About. Also "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." included. Now ensure we didn't include any fluff like "To learn more, visit vestwell.com" - that's okay as part of About. Now ensure we didn't repeat job title as heading. We didn't. Now ensure we didn't include any list items that are empty. Now produce final HTML. Let's craft the About paragraph: "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