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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!
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
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James Barrineau