Client Services Coordinator

Administrative & Client Services Coordinator

Baystate Financial | Bonita Springs and Naples, FL

We're looking for an organized, proactive, and detail-oriented team member to join our growing financial planning practice. This position will begin as a full-time role with the opportunity to grow into a career as our practice continues to expand. We're looking for someone who enjoys creating order, serving clients well, and taking ownership of the many moving pieces that keep an office running smoothly.

What You'll Do

This role is a blend of administrative support, client service, office coordination, and operations. Responsibilities include:

• Processing new investment and insurance applications
• Managing client paperwork and following applications through completion
• Assisting with investment account paperwork and account maintenance
• Scheduling client meetings and managing advisor calendars
• Preparing meeting materials and maintaining client files
• Answering phones and greeting clients
• Providing exceptional client service before and after appointments
• Coordinating office supplies, coffee, snacks, and maintaining an organized office
• Assisting with marketing mailings and special projects
• Managing administrative workflows and helping improve office processes
• Supporting advisors with day-to-day operational needs
• Helping ensure every client receives a white-glove experience

What We're Looking For

The ideal candidate is:

• Highly organized and detail-oriented
• Comfortable learning new technology and software
• Friendly, professional, and confident communicating with clients
• Able to manage multiple priorities without losing attention to detail
• Self-motivated and able to work independently
• Positive, dependable, and willing to jump in wherever needed
• Someone who enjoys building systems and keeping things organized

Experience in financial services, banking, insurance, or another professional office is a plus, but we are willing to train the right person with a strong work ethic and a desire to learn.

What We Offer

• Opportunity to grow with a practice
• Ongoing training and professional development
• A collaborative, supportive team environment
• Meaningful work helping individuals and families achieve their financial goals

If you're looking for more than just a job and want to grow with a practice that values excellence, relationships, and exceptional client service, we'd love to hear from you.

I would like you to take the Culture Index Survey. The CI will give us a profile of you and how we can source talents across our firm.

https://go.cultureindex.com/p/w7hq6P5yfmI6L