Client Services & Operations 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 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.