Financial Services Coordinator - Hybrid Growth & Impact

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 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.