What are the responsibilities and job description for the Financial Services Operations Coordinator position at Touchstone Wealth?
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
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
- 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
- Prepare and process investment account paperwork
- Coordinate rollover calls and account transfer processes
- Monitor new account paperwork and processing
- 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
- 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
- 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