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. Use

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

  for prose. Do NOT repeat job title as heading. Do NOT put Job ID etc. Remove boilerplate, navigation, legal, EEO, duplicated lines, application instructions. Include a section ONLY when posting has real, specific content for it. Avoid filler like "commensurate with experience". Prefer few substantive sections. We need to extract content: The posting includes: - Intro about Vestwell (company description). Could be "About the role"? Actually "Who Are We Looking For?" is a heading but we should not repeat job title. We can treat that as "About the role" maybe. But we need to decide sections. We have sections: "Who Are We Looking For?" (description of role). Could be "About the role". Then "What Will You Be Doing?" (Responsibilities). Then "Requirements" (with Necessities and Extras). Then location/hybrid info maybe "Schedule"? Not exactly schedule but location/hybrid. There's salary info: "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." That's Pay and maybe Benefits? Also "Employee Benefits" section describing health benefits, time off, wellbeing committee, hybrid work model, 401(k). So we have Benefits. We also have "Interview Process" and other boilerplate (privacy policy, etc.) which we should remove. Thus we can create sections: - About the role (maybe combine company description and who we looking for). Use

  for prose. - Responsibilities (list of duties). Use

  • . - Requirements (list of necessities and extras). Could split into Necessities and Extras as sublists? But we can just list all as
    • . Might be okay. - Benefits (list of benefits). Use
      • . - Pay (salary range, bonus pool, equity). Use

        maybe. We should not create Schedule section because no schedule specifics. We must not include filler like "commensurate with experience". Not present. We must preserve all substantive information; do not invent or summarize away detail. We need to ensure we include all substantive info from posting: company description, role description, responsibilities list, requirements (necessities and extras), location/hybrid info? The location/hybrid info is part of role description maybe under "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 substantive; we could include in About the role or Responsibilities? Probably About the role. Also mention eligibility for bonus pool and new hire equity. Employee benefits: comprehensive health benefits, generous time off, dedicated Employee Wellbeing Committee, hybrid work model, access to offices, competitive 401(k) plan. We should not include interview process, privacy policy, etc. Now produce HTML fragment:

        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 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

        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 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
        • Retirement industry experience
        • Series 6, 7, 63, 65, 66
        • QKA, QKC
        • Six sigma
        • Previous experience from Banking, Financial Services, Payroll, Employee Benefits

        Benefits

        • Comprehensive health benefits
        • Generous time off
        • Dedicated Employee Wellbeing Committee
        • Hybrid work model offering flexibility while providing access to collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale
        • Competitive 401(k) plan

        Pay

        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. Salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

        We should ensure no duplicate content. Also we removed any mention of interview process, privacy policy, etc. Check if any content missing: The "Who Are We Looking For?" section included description of role and responsibilities partly; we captured that in About the role and Responsibilities. The "What Will You Be Doing?" we captured responsibilities. The "Requirements" we captured. The "Employee Benefits" we captured. The salary and bonus/equity we captured. The location/hybrid we captured in About the role. We didn't include the line "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." That's in About the role. We didn't include "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 in About the role. We didn't include "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" etc. Already in responsibilities. Check we didn't miss any responsibility bullet: The responsibilities list in posting includes many items separated by line breaks. Let's verify we captured all: From posting: "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" We captured each as separate bullet. Let's verify each: - 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 -> yes. - Manage client expectations to avoid any disconnects with process and timing standard -> yes. - 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. -> yes. - Share data-driven insights with our product teams to improve our platform and planning roadmap -> yes. - Lead and/or attend scheduled client conference calls to provide plan status and updates on remediation of any client issues -> yes. - Being the friendly, knowledgeable first point of contact for inbound inquiries -> yes. - Conducting appropriate and timely follow up to ensure the highest level of service -> yes. - Communicating in a relatable, humanized way to promote trust and allegiance -> yes. - Creating tickets and providing follow-up as required -> yes. - Adhering to client-facing and internal Service Level requirements -> yes. - Handling complaints, troubleshooting problems, and providing solutions -> yes. - Effectively gathering and analyzing information while using reason and good judgment to solve client problems -> yes. - Researching with the Vestwell team, as needed, to resolve inbound inquiries and respond to clients within promised deadlines -> yes. - Providing complete