Financial Services Coordinator

Baystate Financial; Boston (MA); Hybrid; USD 52,000 - 72,000; Full time

Benefits offered by this job

Hybrid work

Collaborative culture

Professional development

Exposure to leading advisors

Meaningful work

Job summary

Baystate Financial seeks a Financial Services Coordinator to join our Operations team in a hybrid Needham or Boston, MA office. You will work closely with advisors, clients, custodians, and internal teams to ensure accurate, efficient processing and a superior client experience.

Responsibilities span Insurance Services and Investment Services, including processing applications, monitoring case progress, coordinating paperwork, and maintaining precise records.

Qualifications

• Associate's or Bachelor's degree preferred, or equivalent experience.
• 1-5 years of experience in financial services, insurance operations, investment operations, banking, or client service.
• Experience with CRM systems and Microsoft Office.
• Insurance or securities industry experience is a plus.

Responsibilities

• Process life insurance applications from submission through placement.
• Monitor underwriting requirements and case progress.
• Communicate with advisors, carriers, vendors, and clients.
• Resolve outstanding requirements and processing issues.
• Support policy delivery and placement activities.
• Process new account applications, transfers, rollovers, and account maintenance requests.
• Coordinate paperwork and requirements with advisors, clients, and custodians.
• Monitor account activity and service requests.
• Resolve operational issues and maintain accurate records.
• Serve as a trusted resource for advisors and support staff.
• Maintain accurate documentation and workflow records.
• Identify opportunities to improve efficiency and service.
• Support operational best practices and department initiatives.

Education

Associate's or Bachelor's degree

Tools

CRM systems

Microsoft Office

Job description

Baystate Financial | Needham or Boston, MA (Hybrid)

Join a Team That Makes a Difference

Are you organized, detail-oriented, and passionate about delivering exceptional service? Do you enjoy solving problems, managing multiple priorities, and helping others succeed?

Baystate Financial is seeking a Financial Services Coordinator to join our growing Operations team. This role offers the opportunity to develop expertise in either Investment Services or Insurance Services, depending on your experience and interests.

Working closely with advisors, clients, custodians, insurance carriers, and internal teams, you'll help ensure business is processed accurately, efficiently, and with a superior client experience.

What You'll Do

Depending on your assigned specialty, responsibilities may include:

Insurance Services

• Process life insurance applications from submission through placement
• Monitor underwriting requirements and case progress
• Communicate with advisors, carriers, vendors, and clients
• Resolve outstanding requirements and processing issues
• Support policy delivery and placement activities

Investment Services

• Process new account applications, transfers, rollovers, and account maintenance requests
• Coordinate paperwork and requirements with advisors, clients, and custodians
• Monitor account activity and service requests
• Resolve operational issues and maintain accurate records

Shared Responsibilities

• Serve as a trusted resource for advisors and support staff
• Maintain accurate documentation and workflow records
• Identify opportunities to improve efficiency and service
• Support operational best practices and department initiatives

What We're Looking For

Qualifications

• Associate's or Bachelor's degree preferred, or equivalent experience
• 1-5 years of experience in financial services, insurance operations, investment operations, banking, or client service
• Experience with CRM systems and Microsoft Office
• Insurance or securities industry experience is a plus

Skills for Success

• Strong organizational and time-management skills
• Excellent attention to detail and accuracy
• Outstanding communication and relationship-building abilities
• Strong problem-solving and critical-thinking skills
• Ability to manage multiple priorities in a fast-paced environment
• Desire to learn and grow within the financial services industry

Why Join Baystate Financial?

• Hybrid work flexibility
• Collaborative and supportive team environment
• Professional development and growth opportunities
• Exposure to leading advisors, investment firms, and insurance carriers
• Meaningful work that impacts clients and advisors every day

Culture Index Assessment

As part of our hiring process, all candidates are asked to complete a Culture Index survey:

Equal Opportunity Employer

Baystate Financial is an Equal Opportunity Employer committed to fostering a diverse and inclusive workplace where all employees and applicants are treated with respect and provided equal opportunities for employment and advancement.