Investment Submissions & Account Coordination Specialist

Barnum Financial Group; Shelton (CT); On-site; USD 45,000 - 65,000; Full time

Job summary

BARNUM FINANCIAL GROUP is seeking a Shared Services Account Coordinator to support advisor submissions and underwriting coordination. You will manage new business applications, gather client information, pre-populate paperwork, and ensure real-time case updates in Salesforce.

This role emphasizes organization, communication, and teamwork as you support a growing program and back up fellow coordinators while contributing to performance metrics and ongoing training.

Qualifications

• Requires Life, Accident, and Health Insurance License and/or FINRA Series 6/7 license preferred.
• Salesforce experience is preferred.
• Must be highly organized to meet concurrent project deadlines.
• Strong communication, leadership, client service and analytical skills are required.
• Ability to multi-task in a fast-paced environment.
• Ability to work independently while impacting team results.
• Excellent verbal and written communication skills.
• Extremely detail-oriented and professional.
• Ability to collaborate with others and maintain client confidentiality.

Responsibilities

• Manage the creation, submission, and follow-up of new business applications through final completion.
• Contact clients to gather information, pre-populate paperwork, and resolve discrepancies.
• Serve as liaison between Advisors and Home Office Underwriting/broker-dealer partners.
• Monitor and follow up on pending applications to support underwriting and account opening processes.
• Provide backup support to other Client Account Coordinators as needed.
• Support training of new Client Account Coordinators, Advisors, and Advisor Support Staff.
• Maintain accurate, real-time case status updates in Salesforce.
• Respond to Advisor inquiries regarding new business submissions and case follow-up.
• Participate in ongoing professional development and training opportunities.
• Assist with general office operations, mailings, and other duties.
• Contribute to program metrics and performance measures.
• Support special projects and other duties as assigned.

Skills

Salesforce experience

Strong communication

Organization & multi-tasking

Client service

Analytical skills

Independent worker

Attention to detail

Relationship building

Discretion & confidentiality

Tools

Salesforce

Microsoft Office

Job description

BARNUM FINANCIAL GROUP is seeking a Shared Services Account Coordinator to support advisor submissions and underwriting coordination. You will manage new business applications, gather client information, pre-populate paperwork, and ensure real-time case updates in Salesforce.

This role emphasizes organization, communication, and teamwork as you support a growing program and back up fellow coordinators while contributing to performance metrics and ongoing training.