Financial Services Operations Coordinator

Touchstone Wealth • Scottsdale, AZ

4d

About The Position

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.

Requirements

• Highly organized
• Proactive
• Detail-oriented
• Ability to thrive in a fast-paced, team-oriented environment
• Enjoy managing processes from start to finish
• Pride in delivering exceptional client service

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed