Hiring: Associate, Saver Operations Company: Vestwell Location: King of Prussia, PA Job Posted Time: 2026-09-17 03:49:58 Employment Type: Hybrid Target Skills & Keywords : Jira, Zendesk About the job Required Skills: •Be responsible for processing distributions and loans from retirement plans while adhering to established procedures and ensuring exceptional quality. •As an Operations Associate, you will monitor and support these processes to ensure that sponsors can provide a 401(k) plan with as little friction as possible. Qualifications: •Operational familiarity with Jira, Zendesk, Aircall or similar task management and CRM software. Understanding of retirement plans and associated processes (e.g., loans, distributions). •Strong verbal and written communication skills for participant outreach and documentation. •Exceptional organizational skills and the ability to manage competing priorities. •Willingness to learn, adapt to new challenges, and grow within the role. •This role will be based in the New York, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation. •The expected base salary range for this position is $55K - $65K 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. Compensation: •Flexible work environment (work from home / hybrid options) •And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!