Financial Services Coordinator

Baystate Financial | Needham or Boston, MA (Hybrid)

Join a Team That Makes a Difference

Are you organized, detail-oriented, and passionate about delivering exceptional service? Do you enjoy solving problems, managing multiple priorities, and helping others succeed?

Baystate Financial is seeking a Financial Services Coordinator to join our growing Operations team. This role offers the opportunity to develop expertise in either Investment Services or Insurance Services , depending on your experience and interests.

Working closely with advisors, clients, custodians, insurance carriers, and internal teams, you'll help ensure business is processed accurately, efficiently, and with a superior client experience.

What You'll Do

Depending on your assigned specialty, responsibilities may include:

Insurance Services

• Process life insurance applications from submission through placement
• Monitor underwriting requirements and case progress
• Communicate with advisors, carriers, vendors, and clients
• Resolve outstanding requirements and processing issues
• Support policy delivery and placement activities

Investment Services

• Process new account applications, transfers, rollovers, and account maintenance requests
• Coordinate paperwork and requirements with advisors, clients, and custodians
• Monitor account activity and service requests
• Resolve operational issues and maintain accurate records

Shared Responsibilities

• Serve as a trusted resource for advisors and support staff
• Maintain accurate documentation and workflow records
• Identify opportunities to improve efficiency and service
• Support operational best practices and department initiatives

What We're Looking For

Qualifications

• Associate's or Bachelor's degree preferred, or equivalent experience
• 1-5 years of experience in financial services, insurance operations, investment operations, banking, or client service
• Experience with CRM systems and Microsoft Office
• Insurance or securities industry experience is a plus

Skills for Success

• Strong organizational and time-management skills
• Excellent attention to detail and accuracy
• Outstanding communication and relationship-building abilities
• Strong problem-solving and critical-thinking skills
• Ability to manage multiple priorities in a fast-paced environment
• Desire to learn and grow within the financial services industry

Why Join Baystate Financial?

• Hybrid work flexibility
• Collaborative and supportive team environment
• Professional development and growth opportunities
• Exposure to leading advisors, investment firms, and insurance carriers
• Meaningful work that impacts clients and advisors every day

Application Process

Interested candidates should submit a resume for consideration.

Culture Index Assessment

As part of our hiring process, all candidates are asked to complete a Culture Index survey:

https://surveys.cultureindex.com/s/KG9n90YkL2/115510

Equal Opportunity Employer

Baystate Financial is an Equal Opportunity Employer committed to fostering a diverse and inclusive workplace where all employees and applicants are treated with respect and provided equal opportunities for employment and advancement.