Associate, Retirement Plan Services
Vestwell · New York, NY · 4 wk ago
OTHR$60k–$70k/yrFull-time
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 must not repeat job title as heading. No Job ID. Remove boilerplate, navigation, legal, EEO, etc. Also remove application instructions (like interview process? Actually interview process is part of posting but maybe considered application instructions? The instruction says remove application instructions. The interview process details could be considered part of application instructions; we should remove them. Also remove "Please note that salary bands..."? That's part of Pay. Keep Pay info.
We need to preserve all substantive information: company description, who we are looking for, what you will be doing (responsibilities), requirements, qualifications, skills, benefits, pay, schedule? There's schedule: hybrid in-office operation, location options. That could be Schedule section? The instruction says use
for sections like 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. No Job ID. Remove boilerplate, navigation, legal, EEO, etc. Also remove application instructions (like interview process? Actually interview process is part of posting but maybe considered application instructions? The instruction says remove application instructions. The interview process details could be considered part of application instructions; we should remove them. Also remove "Please note that salary bands..."? That's part of Pay. Keep Pay info.
We need to preserve all substantive information: company description, who we are looking for, what you will be doing (responsibilities), requirements, qualifications, skills, benefits, pay, schedule? There's schedule: hybrid in-office operation, location options. That could be Schedule section? The instruction says use for Schedule if present. The posting 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. We'll include a Schedule section.
Pay: "The expected base salary range for this position is $60K - $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.
Benefits: paragraph about health benefits, time off, Employee Wellbeing Committee, hybrid work model, 401(k). We'll include Benefits.
Qualifications vs Requirements vs Skills: The posting has "Requirements" bullet list and also "Nice to have: retirement certifications". Also earlier they mention "College degree and/or equivalent customer service experience", "1-3 years of retirement industry experience, preferred." etc. Also "Team mentality and the ability to multitask while attending to a high volume of incoming inquiries". Also "Strong communication, critical thinking, and organization skills." etc. We can combine into Requirements and Skills sections. But we need to follow instruction: Use headings for those categories if content exists. We can have Requirements (education/experience), Skills (soft skills, technical). Qualifications maybe similar to Requirements; but we can avoid duplication. Perhaps we have Requirements (education/experience) and Skills (communication, critical thinking, organization, technical tools, team mentality). Qualifications maybe not needed if overlapping.
We must not create sections with filler like "commensurate with experience". Not present.
We must not include duplicated lines.
We need to output only HTML fragment, no /, no markdown fences.
Let's extract substantive content:
Company description: first paragraph about Vestwell. Could be "About the role"? Actually "About the role" heading is for role description. But we have a company overview; we could put that under "About the role" or maybe a separate "About Vestwell". The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should use those exact headings if we have content. So we can have:
About the role
with description of Vestwell and the team? The posting says "Who Are We Looking For?" then description. But we can put company overview under About the role.
Better: About the role
includes description of Vestwell and the Retirement Plan Services Team Associate role.
Then Responsibilities
with list of duties from "What Will You Be Doing?" bullet-ish sentences.
Then Requirements
with education/experience.
Then Skills
with communication, critical thinking, organization, technical tools, team mentality, multitasking.
Then Benefits
with benefits paragraph.
Then Pay
with salary range, bonus pool, equity.
Then Schedule
with hybrid in-office operation and location options.
We should not include Qualifications if we already have Requirements and Skills; but we could include Qualifications if we have distinct content. The posting doesn't have separate qualifications beyond requirements. So we omit Qualifications.
We must not include interview process, privacy policy, etc.
Now format: Use - for any list of duties/requirements/benefits. For prose use
.
We need to decide which items are lists: Responsibilities list, Requirements list (education/experience maybe), Skills list, Benefits list (maybe bullet). We'll convert each to
- .
Let's extract responsibilities sentences:
- Assisting clients with complex plan issues such as eligibility, vesting, amendments, mergers & acquisitions, deconversions, year-end testing, and audits
- Effectively gathers and analyzes information while using reason and good judgment to articulate client requests through detailed scoping.
- Working closely with internal plan design and plan document subject matter experts to research, assess, and complete client plan design requests.
- Create processes, playbooks, and resources to streamline across processes/operations and support team expansion
- Posting interaction within our tooling to document updates to client accounts
- Conducts post mortems and identifies opportunities for improvement in processes and procedures, and works with management and products teams to implement improvements
- Ability to handle client/advisor escalations smoothly and bring in cross-functional teams as needed for quick resolutions
- Adhering to client facing and internal service level requirements
- Meeting quality control expectations through the monitoring of contact resolution
- Adhering to prioritization requirements, to meet company goals for servicing responsiveness.
- Provide consulting services to sponsor and advisors as needed
- Ensuring client retention and maintenance
- Conducting appropriate and timely follow-up to ensure the highest level of employer service
We'll make each a
- .
Requirements:
- College degree and/or equivalent customer service experience
- 1-3 years of retirement industry experience, preferred.
- Flexible, creative, team-oriented, results-driven, can effectively collaborate with both internal and external stakeholders.
- Strong communication, critical thinking, and organization skills.
- Proven ability to think analytically & operate independently within set deadlines
- Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Nice to have: retirement certifications (i.e. QKA)
But some of these are more skills. We'll split: Requirements: education/experience (first two). Skills: rest.
Thus Requirements
- College degree and/or equivalent customer service experience
- 1-3 years of retirement industry experience, preferred.
Skills: list the rest.
- Flexible, creative, team-oriented, results-driven, can effectively collaborate with both internal and external stakeholders.
- Strong communication, critical thinking, and organization skills.
- Proven ability to think analytically & operate independently within set deadlines
- Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Nice to have: retirement certifications (i.e. QKA)
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 could split into list items: comprehensive health benefits, generous time off, Employee Wellbeing Committee, hybrid work model, access to offices, competitive 401(k). But instruction: use - for any list of duties/requirements/benefits. So we can make a list.
Pay: "The expected base salary range for this position is $60K - $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 can keep as prose
or list. Probably prose.
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 can make prose.
Now About the role: combine company overview and role 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. We are seeking an energetic and reliable professional to join our Retirement Plan Services Team, as an Associate. Successful candidates will be responsible for supporting incoming employer plan administration inquiries, change orders, and supporting multiple cross-functional teams across the organization. The Associate will work closely with our internal Retirement Plan Administration team subject matter experts to research, assess, and deliver timely support to employer requests. Our Associates support many of our startup and conversion plan employers who can help navigate sponsors with the complexities of administering a 401(k) plan, so we are interested in hiring individuals with a commitment to high client satisfaction and an ability to make quick and accurate decisions. The ideal candidate is a motivated individual who can manage their block of responsibilities, confidently answer retirement plan questions, and collaborate with the team to improve workstreams."
We'll put that as
under About the role.
Now ensure we didn't include boilerplate like "To learn more, visit vestwell.com" - that's navigation? It's a link but maybe considered boilerplate; we should remove. Also remove "Who Are We Looking For?" heading (we are not using as heading). Remove "What Will You Be Doing?" heading. Remove "Requirements" heading (we will use our own). Remove "Nice to have:" we incorporated.
Now produce HTML fragment:
About the role
...
Responsibilities
- ...
...
Requirements
- College degree and/or equivalent customer service experience
- 1-3 years of retirement industry experience, preferred.
Skills
- Flexible, creative, team-oriented, results-driven, can effectively collaborate with both internal and external stakeholders.
- Strong communication, critical thinking, and organization skills.
- Proven ability to think analytically & operate independently within set deadlines
- Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Nice to have: retirement certifications (i.e. QKA)
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
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should use those exact headings if we have content. So we can have:
About the role
with description of Vestwell and the team? The posting says "Who Are We Looking For?" then description. But we can put company overview under About the role.
Better: About the role
includes description of Vestwell and the Retirement Plan Services Team Associate role.
Then Responsibilities
with list of duties from "What Will You Be Doing?" bullet-ish sentences.
Then Requirements
with education/experience.
Then Skills
with communication, critical thinking, organization, technical tools, team mentality, multitasking.
Then Benefits
with benefits paragraph.
Then Pay
with salary range, bonus pool, equity.
Then Schedule
with hybrid in-office operation and location options.
We should not include Qualifications if we already have Requirements and Skills; but we could include Qualifications if we have distinct content. The posting doesn't have separate qualifications beyond requirements. So we omit Qualifications.
We must not include interview process, privacy policy, etc.
Now format: Use - for any list of duties/requirements/benefits. For prose use
.
We need to decide which items are lists: Responsibilities list, Requirements list (education/experience maybe), Skills list, Benefits list (maybe bullet). We'll convert each to
- .
Let's extract responsibilities sentences:
- Assisting clients with complex plan issues such as eligibility, vesting, amendments, mergers & acquisitions, deconversions, year-end testing, and audits
- Effectively gathers and analyzes information while using reason and good judgment to articulate client requests through detailed scoping.
- Working closely with internal plan design and plan document subject matter experts to research, assess, and complete client plan design requests.
- Create processes, playbooks, and resources to streamline across processes/operations and support team expansion
- Posting interaction within our tooling to document updates to client accounts
- Conducts post mortems and identifies opportunities for improvement in processes and procedures, and works with management and products teams to implement improvements
- Ability to handle client/advisor escalations smoothly and bring in cross-functional teams as needed for quick resolutions
- Adhering to client facing and internal service level requirements
- Meeting quality control expectations through the monitoring of contact resolution
- Adhering to prioritization requirements, to meet company goals for servicing responsiveness.
- Provide consulting services to sponsor and advisors as needed
- Ensuring client retention and maintenance
- Conducting appropriate and timely follow-up to ensure the highest level of employer service
We'll make each a
- .
Requirements:
- College degree and/or equivalent customer service experience
- 1-3 years of retirement industry experience, preferred.
- Flexible, creative, team-oriented, results-driven, can effectively collaborate with both internal and external stakeholders.
- Strong communication, critical thinking, and organization skills.
- Proven ability to think analytically & operate independently within set deadlines
- Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Nice to have: retirement certifications (i.e. QKA)
But some of these are more skills. We'll split: Requirements: education/experience (first two). Skills: rest.
Thus Requirements
- College degree and/or equivalent customer service experience
- 1-3 years of retirement industry experience, preferred.
Skills: list the rest.
- Flexible, creative, team-oriented, results-driven, can effectively collaborate with both internal and external stakeholders.
- Strong communication, critical thinking, and organization skills.
- Proven ability to think analytically & operate independently within set deadlines
- Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Nice to have: retirement certifications (i.e. QKA)
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 could split into list items: comprehensive health benefits, generous time off, Employee Wellbeing Committee, hybrid work model, access to offices, competitive 401(k). But instruction: use - for any list of duties/requirements/benefits. So we can make a list.
Pay: "The expected base salary range for this position is $60K - $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 can keep as prose
or list. Probably prose.
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 can make prose.
Now About the role: combine company overview and role 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. We are seeking an energetic and reliable professional to join our Retirement Plan Services Team, as an Associate. Successful candidates will be responsible for supporting incoming employer plan administration inquiries, change orders, and supporting multiple cross-functional teams across the organization. The Associate will work closely with our internal Retirement Plan Administration team subject matter experts to research, assess, and deliver timely support to employer requests. Our Associates support many of our startup and conversion plan employers who can help navigate sponsors with the complexities of administering a 401(k) plan, so we are interested in hiring individuals with a commitment to high client satisfaction and an ability to make quick and accurate decisions. The ideal candidate is a motivated individual who can manage their block of responsibilities, confidently answer retirement plan questions, and collaborate with the team to improve workstreams."
We'll put that as
under About the role.
Now ensure we didn't include boilerplate like "To learn more, visit vestwell.com" - that's navigation? It's a link but maybe considered boilerplate; we should remove. Also remove "Who Are We Looking For?" heading (we are not using as heading). Remove "What Will You Be Doing?" heading. Remove "Requirements" heading (we will use our own). Remove "Nice to have:" we incorporated.
Now produce HTML fragment:
About the role
...
Responsibilities
- ...
...
Requirements
- College degree and/or equivalent customer service experience
- 1-3 years of retirement industry experience, preferred.
Skills
- Flexible, creative, team-oriented, results-driven, can effectively collaborate with both internal and external stakeholders.
- Strong communication, critical thinking, and organization skills.
- Proven ability to think analytically & operate independently within set deadlines
- Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Nice to have: retirement certifications (i.e. QKA)
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
. We need to decide which items are lists: Responsibilities list, Requirements list (education/experience maybe), Skills list, Benefits list (maybe bullet). We'll convert each to
- . Let's extract responsibilities sentences: - Assisting clients with complex plan issues such as eligibility, vesting, amendments, mergers & acquisitions, deconversions, year-end testing, and audits - Effectively gathers and analyzes information while using reason and good judgment to articulate client requests through detailed scoping. - Working closely with internal plan design and plan document subject matter experts to research, assess, and complete client plan design requests. - Create processes, playbooks, and resources to streamline across processes/operations and support team expansion - Posting interaction within our tooling to document updates to client accounts - Conducts post mortems and identifies opportunities for improvement in processes and procedures, and works with management and products teams to implement improvements - Ability to handle client/advisor escalations smoothly and bring in cross-functional teams as needed for quick resolutions - Adhering to client facing and internal service level requirements - Meeting quality control expectations through the monitoring of contact resolution - Adhering to prioritization requirements, to meet company goals for servicing responsiveness. - Provide consulting services to sponsor and advisors as needed - Ensuring client retention and maintenance - Conducting appropriate and timely follow-up to ensure the highest level of employer service We'll make each a
- .
Requirements:
- College degree and/or equivalent customer service experience
- 1-3 years of retirement industry experience, preferred.
- Flexible, creative, team-oriented, results-driven, can effectively collaborate with both internal and external stakeholders.
- Strong communication, critical thinking, and organization skills.
- Proven ability to think analytically & operate independently within set deadlines
- Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Nice to have: retirement certifications (i.e. QKA)
But some of these are more skills. We'll split: Requirements: education/experience (first two). Skills: rest.
Thus Requirements
- College degree and/or equivalent customer service experience
- 1-3 years of retirement industry experience, preferred. Skills: list the rest. - Flexible, creative, team-oriented, results-driven, can effectively collaborate with both internal and external stakeholders. - Strong communication, critical thinking, and organization skills. - Proven ability to think analytically & operate independently within set deadlines - Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices - Team mentality and the ability to multitask while attending to a high volume of incoming inquiries - Nice to have: retirement certifications (i.e. QKA) 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 could split into list items: comprehensive health benefits, generous time off, Employee Wellbeing Committee, hybrid work model, access to offices, competitive 401(k). But instruction: use
- for any list of duties/requirements/benefits. So we can make a list.
Pay: "The expected base salary range for this position is $60K - $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 can keep as prose
or list. Probably prose. 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 can make prose. Now About the role: combine company overview and role 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. We are seeking an energetic and reliable professional to join our Retirement Plan Services Team, as an Associate. Successful candidates will be responsible for supporting incoming employer plan administration inquiries, change orders, and supporting multiple cross-functional teams across the organization. The Associate will work closely with our internal Retirement Plan Administration team subject matter experts to research, assess, and deliver timely support to employer requests. Our Associates support many of our startup and conversion plan employers who can help navigate sponsors with the complexities of administering a 401(k) plan, so we are interested in hiring individuals with a commitment to high client satisfaction and an ability to make quick and accurate decisions. The ideal candidate is a motivated individual who can manage their block of responsibilities, confidently answer retirement plan questions, and collaborate with the team to improve workstreams." We'll put that as
under About the role. Now ensure we didn't include boilerplate like "To learn more, visit vestwell.com" - that's navigation? It's a link but maybe considered boilerplate; we should remove. Also remove "Who Are We Looking For?" heading (we are not using as heading). Remove "What Will You Be Doing?" heading. Remove "Requirements" heading (we will use our own). Remove "Nice to have:" we incorporated. Now produce HTML fragment:
About the role
...
Responsibilities
- ... ...
Requirements
- College degree and/or equivalent customer service experience
- 1-3 years of retirement industry experience, preferred.
Skills
- Flexible, creative, team-oriented, results-driven, can effectively collaborate with both internal and external stakeholders.
- Strong communication, critical thinking, and organization skills.
- Proven ability to think analytically & operate independently within set deadlines
- Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Nice to have: retirement certifications (i.e. QKA)
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
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