Coordinator, Employer Services (Fintech)

TL;DR

Coordinator, Employer Services (Fintech): Managing client relations and administration for Plan Sponsors within a financial technology platform with an accent on issue resolution and client experience. Focus on collaborating across internal teams to facilitate resolutions and utilizing data-driven insights to improve the platform roadmap.

Location: Hybrid; must be based in New York, NY, Austin, TX, King of Prussia, PA, or Phoenix, AZ

Salary: $50K - $55K base

Company

A financial technology company powering the new savings economy across retirement, education, and healthcare.

What you will do

• Assist advisors and sponsors with administration and servicing needs to ensure high satisfaction.
• Manage client expectations regarding process and timing standards.
• Collaborate cross-functionally to resolve client issues and provide feedback to internal teams.
• Identify and resolve one-touch tickets using online tools at the initial point of contact.
• Share data-driven insights with product teams to enhance the platform and planning roadmap.
• Handle complaints, troubleshoot problems, and escalate legal or compliance issues when necessary.

Requirements

• Strong commitment to superior customer service and a proactive attitude.
• Proficiency with Excel/Google Sheets, Word/Google Docs, and Adobe Acrobat.
• Excellent attention to detail and proficiency with basic calculations.
• Ability to multitask and manage a high volume of incoming inquiries.
• Availability to work from 9am ET to 6pm ET.

Nice to have

• Experience in the retirement industry.
• Certifications: Series 6, 7, 63, 65, 66, QKA, or QKC.

Culture & Benefits

• Hybrid office policy with workspaces in Midtown Manhattan, Austin, King of Prussia, and Phoenix.
• Competitive health coverage and generous vacation offering.
• Dedicated Employee Wellbeing Committee.
• Participation in the Company Bonus Pool and eligibility for new hire equity.
• Company-provided 401(k) plan.

Hiring process

• Initial 1-2 conversations to discuss experience and interests.
• Skill or experience screening (e.g., deeper experience call).
• Virtual or in-person interview panel.
• Final reference check stage with a former supervisor and peer.