Client Service & Operations Associate

Client Service & Operations Associate

Location: Radnor, PA Salary: Starting at $60,000/year + Bonus Potential (Up to 15%)

We’re a fast-growing boutique financial services firm in Radnor, seeking an organized and detail-oriented Insurance Coordinator to join our retirement plan advisory team. You’ll play an integral role supporting client communications, coordinating with TPAs and recordkeepers, managing projects, and preparing paperwork to ensure smooth client operations.

About You:

• Early-career professional with 1–3 years in financial services or client operations
• Strong attention to detail and excellent communication skills
• Comfortable handling multiple deadlines in a team-oriented environment
• Eager to grow in the retirement plan or wealth management industry

Key Responsibilities

• Support advisors with client meetings, materials, and follow-up actions
• Maintain CRM records and prepare client deliverables
• Coordinate operational tasks with third-party administrators and custodians
• Manage workflows, track project progress, and ensure timely task completion
• Assist with billing, compliance documentation, and firm initiatives

Qualifications

• Bachelor’s degree required (Finance, Economics, Business, or related)
• Proficient with Microsoft Office; CRM experience a plus (Salesforce, Redtail, Wealthbox)

Benefits

• 401(k) with match, Health, Dental & Vision insurance

• Long-term disability coverage

• Generous paid time off

• Education, license, and training reimbursement

• Bonus potential up to 15% of salary

• Why Join Us?

• Be part of a nationally recognized, top-performing team

• Enjoy a collaborative culture focused on continuous improvement

• Opportunities for career growth as the firm expands

• If you are passionate about client service and operations and want to grow your career in financial advisory, apply today!

• JOB ID: 176159