Financial Services Operations Coordinator

Supporting a Team of Financial Advisors | Touchstone Wealth

Touchstone Wealth is seeking a highly organized, proactive, and detail-oriented Financial Services Operations Coordinator to support our growing team of Financial Advisors. This individual will play a critical role in the day-to-day operational management of the practice, helping ensure a seamless client experience across insurance, investment, and ongoing service workflows.

This role is ideal for someone who thrives in a fast-paced, team-oriented environment, enjoys managing processes from start to finish, and takes pride in delivering exceptional client service.

Primary Responsibilities

Client Service & Relationship Support
* Serve as a primary contact for client service requests and follow-up items
* Communicate with clients regarding account paperwork, outstanding requirements, and next steps
* Coordinate client meetings, scheduling, confirmations, and reminders
* Maintain accurate and up-to-date client records within CRM and internal systems

Insurance Operations
* Manage insurance applications throughout the underwriting process from submission through policy delivery
* Complete insurance applications and related documentation once advisor information is provided
* Schedule client medical exams and coordinate outstanding underwriting requirements
* Communicate directly with clients, underwriting teams, and internal New Business Coordinators regarding case status and requirements
* Monitor pending cases and proactively follow through to completion

Investment & New Business Operations
* Prepare and process investment account paperwork
* Coordinate rollover calls and account transfer processes
* Monitor new account paperwork and processing

Operational & Compliance Support
* Maintain organized digital client files and documentation
* Upload and maintain required compliance documentation including client contact notes, supporting documents, and case activity
* Monitor advisor licensing and product training requirements
* Assist in maintaining operational consistency and workflow organization across the team

Team & Firm Support
* Collaborate closely with advisors and team members to support client experience and firm growth
* Participate in team meetings and process improvement discussions
* Assist with client events, workshops, and seminars as needed

Compensation & Benefits
* Competitive base salary plus bonus opportunities
* Medical, dental, and vision benefits
* Matching 401(k) plan through Touchstone Wealth
* Collaborative, growth-oriented team environment
* Opportunity for long-term growth within the firm