Associate, Employer Services
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include sections only when posting has real specific content. We have content for About the role? The "Who Are We Looking For?" and description of role could be About the role. Could also be "What Will You Be Doing?" as Responsibilities. Requirements: they have "The Necessities:" and "The Extras". Also location/hybrid maybe Schedule? Not exactly schedule; maybe we can omit Schedule if no specific schedule details. Pay: we have salary range and bonus/equity. Benefits: we have benefits.
We should not include boilerplate like interview process, privacy policy, etc. Remove those.
We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep details like tasks list, requirements list, benefits list, pay details.
We must use - for any list of duties/requirements/benefits, and
for prose.
We need to decide which content goes into which section.
Let's extract:
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." That's about company; could be part of About the role? Might be considered background. Could include in About the role paragraph.
"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 about role.
"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 responsibilities list (though it's a run-on paragraph). We need to split into list items.
"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 separate into list items.
" 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 Schedule? Not exactly schedule; maybe we can include under About the role or a separate section like Location? But we only allowed headings from list; we could put under About the role as prose.
"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." That's Pay.
"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." That's Benefits.
We should not include interview process, privacy policy, etc.
Now produce HTML:
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. 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. 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.
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
- Collaborate across all internal teams to resolve any client issues and be the voice between internal teams and the client to manage resolution, feedback, and satisfaction
- Share data-driven insights with product teams to improve the platform and planning roadmap
- Lead and/or attend scheduled client conference calls to provide plan status and updates on remediation of any client issues
- Be the friendly, knowledgeable first point of contact for inbound inquiries
- Conduct appropriate and timely follow‑up to ensure the highest level of service
- Communicate in a relatable, humanized way to promote trust and allegiance
- Create tickets and provide follow‑up as required
- Adhere to client‑facing and internal Service Level requirements
- Handle complaints, troubleshoot problems, and provide solutions
- Effectively gather and analyze information while using reason and good judgment to solve client problems
- Research with the Vestwell team as needed to resolve inbound inquiries and respond to clients within promised deadlines
- Provide complete/accurate responses issued with empathy and understanding
- Post interactions within our tooling to document updates to client accounts
Requirements
- 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 with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories (paperless office)
- Excellent attention to detail and accuracy, proficient with numbers and basic calculations
- Critical thinking skills to use the information in front of you to come to quick and accurate conclusions
- Retirement industry experience (preferred)
- Series 6, 7, 63, 65, 66 licenses (preferred)
- QKA, QKC certifications (preferred)
- Six Sigma training (preferred)
- Previous experience in Banking, Financial Services, Payroll, or Employee Benefits (preferred)
Benefits
- Comprehensive health benefits
- Generous time off
- Dedicated Employee Wellbeing Committee
- Hybrid work model with access to collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale
- Competitive 401(k) plan
Pay
Expected base salary range: $55K – $70K base. Eligible to participate in the Company Bonus Pool and to receive new hire equity. Salary bands are based on NY and similar metro areas and may differ based on hire location.
We should not include Schedule section because no specific schedule details.
Check that we didn't repeat job title as heading. Good.
We omitted boilerplate like interview process, privacy policy, etc.
We preserved all substantive info: company description, role description, responsibilities list, requirements list (necessities and extras), benefits, pay, location/hybrid info included in About the role.
Make sure we didn't invent
for prose. We need to decide which content goes into which section. Let's extract: 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." That's about company; could be part of About the role? Might be considered background. Could include in About the role paragraph. "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 about role. "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 responsibilities list (though it's a run-on paragraph). We need to split into list items. "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 separate into list items. " 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 Schedule? Not exactly schedule; maybe we can include under About the role or a separate section like Location? But we only allowed headings from list; we could put under About the role as prose. "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." That's Pay. "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." That's Benefits. We should not include interview process, privacy policy, etc. Now produce HTML:
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. 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. 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.
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
- Collaborate across all internal teams to resolve any client issues and be the voice between internal teams and the client to manage resolution, feedback, and satisfaction
- Share data-driven insights with product teams to improve the platform and planning roadmap
- Lead and/or attend scheduled client conference calls to provide plan status and updates on remediation of any client issues
- Be the friendly, knowledgeable first point of contact for inbound inquiries
- Conduct appropriate and timely follow‑up to ensure the highest level of service
- Communicate in a relatable, humanized way to promote trust and allegiance
- Create tickets and provide follow‑up as required
- Adhere to client‑facing and internal Service Level requirements
- Handle complaints, troubleshoot problems, and provide solutions
- Effectively gather and analyze information while using reason and good judgment to solve client problems
- Research with the Vestwell team as needed to resolve inbound inquiries and respond to clients within promised deadlines
- Provide complete/accurate responses issued with empathy and understanding
- Post interactions within our tooling to document updates to client accounts
Requirements
- 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 with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories (paperless office)
- Excellent attention to detail and accuracy, proficient with numbers and basic calculations
- Critical thinking skills to use the information in front of you to come to quick and accurate conclusions
- Retirement industry experience (preferred)
- Series 6, 7, 63, 65, 66 licenses (preferred)
- QKA, QKC certifications (preferred)
- Six Sigma training (preferred)
- Previous experience in Banking, Financial Services, Payroll, or Employee Benefits (preferred)
Benefits
- Comprehensive health benefits
- Generous time off
- Dedicated Employee Wellbeing Committee
- Hybrid work model with access to collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale
- Competitive 401(k) plan
Pay
Expected base salary range: $55K – $70K base. Eligible to participate in the Company Bonus Pool and to receive new hire equity. Salary bands are based on NY and similar metro areas and may differ based on hire location.
We should not include Schedule section because no specific schedule details. Check that we didn't repeat job title as heading. Good. We omitted boilerplate like interview process, privacy policy, etc. We preserved all substantive info: company description, role description, responsibilities list, requirements list (necessities and extras), benefits, pay, location/hybrid info included in About the role. Make sure we didn't invent