Investment Submissions Coordinator | Client Service Lead

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

Job summary

Barnum Financial Group is a leading Independent Financial Services office focused on investment and insurance strategies. The Shared Services Account Coordinator role provides comprehensive support through the submission process for advisors, evolving to oversee submissions across a team as the program grows.

Key duties include managing new business applications, gathering client information, liaising with Underwriting, and ensuring timely follow-up.

Qualifications

• Life, Accident, and Health Insurance License and/or FINRA Series 6/7 License preferred.
• Salesforce experience preferred.
• Highly organized to meet concurrent project deadlines.
• Strong communication, client service and analytical skills.

Responsibilities

• Manage 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 openings.
• Provide backup support to other Client Account Coordinators as needed.
• Support training of new staff and contribute to program metrics and projects.
• Maintain real-time case status updates in Salesforce and respond to inquiries.

Skills

Life, Accident, and Health Insurance

FINRA Series 6/7 License

Salesforce experience

Strong communication

Organizational skills

Team collaboration

Job description

Barnum Financial Group is a leading Independent Financial Services office focused on investment and insurance strategies. The Shared Services Account Coordinator role provides comprehensive support through the submission process for advisors, evolving to oversee submissions across a team as the program grows.

Key duties include managing new business applications, gathering client information, liaising with Underwriting, and ensuring timely follow-up.