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      Vestwell (NY)

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      Customer Service Representative Interview

      26 Jan 2026
      Anonymous interview candidate
      New York, NY

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      Application

      I applied online. I interviewed at Vestwell (NY) (New York, NY) in Aug 2025

      Interview

      I went through the interview process with Vestwell and had a very disappointing experience. After completing three interviews for the original role, I was told my resume was “overqualified” and was encouraged by the recruiter to interview for an alternative position. I moved forward and completed an additional three interviews, only to encounter inconsistent and delayed communication throughout the process. I was repeatedly told I would hear back by the end of the week, which often did not happen. After more than a month, I was informed that the role had been filled and was advised to reconnect in the new year—after which the recruiter stopped responding altogether. The lack of transparency, follow-through, and the overall “breadcrumbing” during the interview process felt unprofessional and frustrating. Based on my experience, I would not recommend Vestwell’s recruitment process or platform.

      Interview questions [1]

      Question 1

      Have you ever handled dealing with Financial Advisors before?
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