Lead Recordkeeper
Voya FinancialSalary not specified
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Financial ServicesIndustries
Requirements
The ideal candidate should have 3-5 years of experience working with savers, advisors, sponsors, recordkeepers, and/or TPAs providing operational servicing, and a demonstrated ability to manage the day-to-day needs of an operation center.
Responsibilities
As a Team Lead, you will support the day-to-day operations of Service Associates, successfully lead a best-in-class operation center processing transactional and maintenance requests, and generate correspondence for not in good order requests, specifically focusing on Auto IRA, ABLE, and 529 state programs. You will also be responsible for hiring qualified associates, establishing process and procedures for daily management, forecasting headcount, identifying service needs, managing service level expectations, and leading client conference calls to provide status updates and ensure collaboration with internal parties while communicating to clients.
Skills
Operational Servicing
Hiring
Training
Auto IRA
ABLE
529
Vestwell
Digital platform for modern retirement plans
About Vestwell
Vestwell provides a digital platform that simplifies the management of retirement plans for businesses and their employees. Employers benefit from streamlined onboarding, vendor oversight, and fiduciary investment management services, which reduce administrative burdens and liability. Employees can customize their investment options and easily monitor their plans through a user-friendly interface. Vestwell's integrated approach and transparent pricing distinguish it from competitors, with the goal of transforming retirement planning through technology.
Key Metrics
New York City, New YorkHeadquarters
2016Year Founded
$231MTotal Funding
SERIES_DCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees