Client Service Associate
Recruiting Partner: James Barrineau
Wayne, Pennsylvania | Accounting & Finance | Hybrid | $60,000 to $60,000 | Job ID: 176159
Job Summary
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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!
JOB ID: 176159
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James Barrineau
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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.
