New Business Ops: Fast-Track Coordinator

Retirement Capital; West Palm Beach (FL); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Paid training

Performance bonus

Travel covered for trainings/events

Job summary

A financial services company in West Palm Beach is seeking an Entry-Level Client Ops and New Business Coordinator. In this role, you'll support new business processing, manage client service requests, and maintain organized workflows. This position values traits such as speed, organization, and coachability over experience, making it ideal for motivated individuals looking to grow their careers. Compensation ranges from $55k to $70k with potential bonuses and extensive training provided.

Qualifications

• No prior experience required; focus on traits instead.
• Ability to systemize tasks and maintain organization.
• Comfort with feedback and growth-minded attitude.

Responsibilities

• Coordinate new business processing and client implementation.
• Manage status follow-ups between parties.
• Handle client service requests and maintain compliance.

Skills

Fast

Organized

Coachable

Ownership-driven

Team-first

Job description

A financial services company in West Palm Beach is seeking an Entry-Level Client Ops and New Business Coordinator. In this role, you'll support new business processing, manage client service requests, and maintain organized workflows. This position values traits such as speed, organization, and coachability over experience, making it ideal for motivated individuals looking to grow their careers. Compensation ranges from $55k to $70k with potential bonuses and extensive training provided.