Advisor Success Coordinator, Vestwell

• At a high level, we’re looking for someone who pays attention to detail, has great communication and problem solving skills, can successfully juggle multiple priorities at once, and is a confident self-starter
• Ideally, you have spent at least 1 year in a client facing role
• Strong commitment to delivering superior service
• Ability to collaborate effectively across teams
• Open to working in a fast-paced environment
• Positive and proactive attitude
• Proficiency in Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories, as we operate as a paperless office
• Excellent attention to detail and accuracy

Desirable

• Vestwell is expanding and we’re excited about adding an Coordinator, Advisor Success to our client-facing team who is passionate about our mission to close the savings gap in America
• A key component of Vestwell’s mission to empower workplace savings is to make it easy and painless
• Our team’s primary objective is to establish strong relationships with advisors, positioning themselves as an integral part of their practice and a key contributor to their success in the retirement space
• As an Coordinator, Advisor Success, you will play a pivotal role in supporting our team to reach this objective, understanding our advisors' goals and driving repeat business
• Partnering with Advisor Success Managers (ASMs) and their top advisors to identify new opportunities for value creation
• Managing a small book of business consisting of advisor relationships
• Supporting the team in meeting our KPIs
• Supporting ASMs with the scheduling and preparations for advisor business reviews, covering plan status updates and plan health checks
• Partnering with ASMs and/or advisors to conduct education meetings for plan participants
• Supporting the creation and maintenance of a comprehensive wiki and knowledge-base for the team
• Managing administrative requests from advisors, as well as maintaining and updating records within our CRM
• Answering the general inbound phone lines, channeling inquiries to the appropriate teams, and ensuring follow up completion

• It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests
• Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well
• Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer