Wealth Ops Coordinator - Insurance & Back-Office (Remote)

Talentwealth; Red Bank (NJ); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Talentwealth in Red Bank, NJ is seeking a Client Service Coordinator to support a Financial Advisor and the team behind the scenes. This role focuses on back-office operations, processing client requests, paperwork, and coordinating with carriers to keep the practice running smoothly.

The position emphasizes life insurance and annuity-related processes, with an insurance background valued even if wealth management experience is limited. Hybrid in-office with some remote work.

Qualifications

• Experience in client service, operations, or administrative support in financial services.
• Experience with life insurance and annuity products, applications, and policy servicing is highly preferred.
• An insurance license is a plus but not required.
• Strong organizational skills and ability to manage multiple priorities.

Responsibilities

• Provide day-to-day operational and administrative support to a Financial Advisor and the firm's client service team.
• Process and track client service requests, account paperwork, applications, and other administrative transactions.
• Assist with life insurance and annuity applications, policy servicing, beneficiary changes, and ongoing documentation requirements.
• Coordinate directly with insurance carriers and other financial institutions to resolve outstanding items and ensure timely processing.
• Monitor pending insurance and annuity business, following up on outstanding requirements and keeping the advisor informed of progress.
• Maintain accurate and organized client records, account information, and documentation.
• Assist with new account openings, account maintenance, transfers, and other operational requests.
• Prepare paperwork and supporting materials for advisor meetings and client follow-up.
• Coordinate with advisors, internal team members, and outside providers to ensure requests are completed accurately and efficiently.
• Track outstanding tasks, follow up on pending items, and help maintain consistent operational workflows.
• Assist with general office administration and other responsibilities that support the advisor and overall practice.

Skills

Client service

Operations

Administrative support

Financial services

Job description

Talentwealth in Red Bank, NJ is seeking a Client Service Coordinator to support a Financial Advisor and the team behind the scenes. This role focuses on back-office operations, processing client requests, paperwork, and coordinating with carriers to keep the practice running smoothly.

The position emphasizes life insurance and annuity-related processes, with an insurance background valued even if wealth management experience is limited. Hybrid in-office with some remote work.