Client Services Coordinator

Baystate Financial; Town of Florida (NY); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Training & development

Job summary

Baystate Financial in Florida is seeking an organized, proactive team member to join our growing financial planning practice. This full-time role offers growth as the practice expands, with opportunities to take ownership of office operations and deliver excellent client service.

The ideal candidate will handle administrative tasks, client paperwork, scheduling, and workflow improvements while maintaining a client-focused, white-glove experience. Training provided as needed.

Qualifications

• Highly organized and detail-oriented.
• Comfortable learning new technology and software.
• Friendly, professional communication with clients.
• Able to manage multiple priorities without losing focus.
• Self-motivated and able to work independently.

Responsibilities

• Processing new investment and insurance applications.
• Managing client paperwork through completion.
• Assisting with investment account paperwork and maintenance.
• Scheduling client meetings and managing advisor calendars.
• Preparing meeting materials and maintaining client files.
• Answering phones and greeting clients.
• Providing exceptional client service before and after appointments.
• Coordinating office supplies and maintaining an organized office.
• Assisting with marketing mailings and special projects.
• Managing administrative workflows and improving office processes.
• Supporting advisors with day-to-day operational needs.
• Ensuring a white-glove client experience.

Skills

Organized

Detail-oriented

Tech-savvy

Client communication

Multitasking

Self-motivated

Dependable

Process improvement

Tools

Microsoft Office

Job description

Baystate Financial | Bonita Springs and Naples, FL

We're looking for an organized, proactive, and detail-oriented team member to join our growing financial planning practice. This position will begin as a full-time role with the opportunity to grow into a career as our practice continues to expand. We're looking for someone who enjoys creating order, serving clients well, and taking ownership of the many moving pieces that keep an office running smoothly.

What You'll Do

This role is a blend of administrative support, client service, office coordination, and operations. Responsibilities include:

• Processing new investment and insurance applications
• Managing client paperwork and following applications through completion
• Assisting with investment account paperwork and account maintenance
• Scheduling client meetings and managing advisor calendars
• Preparing meeting materials and maintaining client files
• Answering phones and greeting clients
• Providing exceptional client service before and after appointments
• Coordinating office supplies, coffee, snacks, and maintaining an organized office
• Assisting with marketing mailings and special projects
• Managing administrative workflows and helping improve office processes
• Supporting advisors with day-to-day operational needs
• Helping ensure every client receives a white-glove experience

What We're Looking For

The ideal candidate is:

• Highly organized and detail-oriented
• Comfortable learning new technology and software
• Friendly, professional, and confident communicating with clients
• Able to manage multiple priorities without losing attention to detail
• Self-motivated and able to work independently
• Positive, dependable, and willing to jump in wherever needed
• Someone who enjoys building systems and keeping things organized

Experience in financial services, banking, insurance, or another professional office is a plus, but we are willing to train the right person with a strong work ethic and a desire to learn.

What We Offer

• Opportunity to grow with a practice
• Ongoing training and professional development
• A collaborative, supportive team environment
• Meaningful work helping individuals and families achieve their financial goals