Job Summary

To Apply for this Job Click Here

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 preferred (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!

At Goodwin Recruiting, we are committed to our core values and providing world class customer service. We are committed to helping our clients navigate and comply with the complex and ever-changing labor laws as well as help ensure that in every hiring decision, internally and with our client partners, that all viable candidates are considered, and the most qualified candidate is offered the role. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

JOB ID: 167644

#post

James Barrineau

To Apply for this Job Click Here

Share This Job

Additional Information

At Goodwin Recruiting, our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, color, marital or family status, national origin, disability, religion, veteran status, sexual orientation, gender identity has no bearing on whether they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We work hard to identify a broad slate of candidates for each of our clients, with many hiring success stories to share.

Kalyn joined Goodwin Recruiting with over a decade of experience in operations, leadership, and hospitality management. She’s known for her values-driven approach, strong team-building skills, and commitment to excellence. Kalyn’s experience across industries - ranging from medical and construction to hospitality and finance - has made her highly effective in full-cycle recruiting.