Financial Services Coordinator

3 weeks ago


Saugus, Massachusetts, United States Kestra Financial Independent Advisor Full time
Job Overview

We are seeking an experienced Financial Services Coordinator to join our team at Kestra Financial Independent Advisor. As a key member of our team, you will be responsible for providing exceptional support to our clients and ensuring seamless delivery of our financial services.

About the Role

This role involves managing client needs regarding processing, servicing, and problem resolution in a timely and accurate manner. You will also establish and maintain strong relationships with vendors and customers, as well as maintain client information in our CRM database.

Responsibilities
  • Health Insurance administration and claims processing.
  • Basic administrative functions including but not limited to faxing, copying, scanning, phone, mail, and supporting other staff when necessary.
  • Communicate quickly and effectively with clients and vendors.
  • Regular client interaction including appointment scheduling and correspondence; answer incoming calls when needed and direct/take messages appropriately and according to firm guidelines.
  • Maintain client and employee information in Zywave, our benefits administration portal.
Requirements
  • Advanced computer skills (Outlook, Word, Excel, and Power Point) are essential.
  • Strong time management and organizational skills; ability to work independently and effectively at managing multiple tasks at once.
  • Excellent communication skills, both verbally and written.

Estimated salary: $60,000 - $80,000 per year based on experience and qualifications.



  • Saugus, Massachusetts, United States Kestra Financial Independent Advisor Full time

    **About the Role**We are seeking an Administrative Support Specialist - Financial Services to provide administrative support to our financial advisors and client services team. The successful candidate will have excellent organizational and communication skills and be able to work effectively in a fast-paced environment.**Key Responsibilities:**Provide...

  • Benefits Coordinator

    3 weeks ago


    Saugus, Massachusetts, United States Kestra Financial Independent Advisor Full time

    Job OverviewWe are seeking a skilled Benefits Coordinator to join our team at Kestra Financial Independent Advisor. This is an excellent opportunity for someone looking to make a meaningful contribution in the healthcare industry.ResponsibilitiesAdminister and process health insurance claims efficiently.Provide exceptional client service, responding promptly...


  • Saugus, Massachusetts, United States Bridgewell Full time

    Becoming a Support Services Coordinator at Bridgewell means joining a team dedicated to empowering individuals with disabilities to live safe, self-directed, and productive lives. This role involves providing support and assistance to individuals in Level 2 residential programs, helping them to develop their skills and achieve independence.Job...


  • Saugus, Massachusetts, United States Great Lakes Credit Union Full time

    About the RoleWe are currently seeking a Financial Services Representative (Spanish) to join our team at Great Lakes Credit Union Insurance Company.The successful candidate will be responsible for selling financial services, including insurance, investments, and retirement planning, to individuals and businesses in the community. They will work closely with...


  • Saugus, Massachusetts, United States Garrington Group Full time

    About the PositionThis role involves working closely with our Business Development Officers to support sales and administrative tasks.We are seeking a highly motivated individual with excellent communication skills and a solid understanding of commercial finance and factoring processes.The ideal candidate will have a background in credit analysis, experience...


  • Saugus, Massachusetts, United States Buckingham Search Full time

    Overview">The Global Internal Audit function plays a vital role in protecting and enhancing the company's value through risk-based assurance and advisory services.">Your Role">Lead and execute financial audits across global operations.Coordinate with internal and external auditors for effective audit execution.Presentation of audit findings to stakeholders,...


  • Saugus, Massachusetts, United States Kestra Financial Independent Advisor Full time

    Job Title:Investment Services Client RepresentativeAbout the Role:This position is responsible for providing exceptional client service and support to our personal wealth and retirement plan clients. The ideal candidate will have a strong understanding of financial services and be able to build lasting relationships with our clients.Key...


  • Saugus, Massachusetts, United States Alera Group Full time

    Job OverviewAlera Group is a leading provider of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. Our company was founded in 2017 and has grown to become the 15th largest broker of US business.About the RoleWe are seeking a highly motivated Commissions Associate to join our team dedicated to supporting...


  • Saugus, Massachusetts, United States Applebee's Full time

    **Job Description:** We are seeking a Guest Services Coordinator to join our team at Applebee's. As a key member of our front-of-house team, you will be responsible for creating a welcoming and inviting atmosphere for our guests.Responsibilities include:Greeting guests at the door and seating them in a timely mannerAssisting with maintaining the overall...

  • Warehouse Coordinator

    3 weeks ago


    Saugus, Massachusetts, United States Morgan Staffing Services Full time

    **Job Summary**We are seeking a skilled Warehouse Coordinator to join our team at Morgan Staffing Services. As a key member of our operations team, you will be responsible for managing the flow of goods and materials in our warehouse.The ideal candidate will have excellent organizational skills, attention to detail, and the ability to work efficiently in a...


  • Saugus, Massachusetts, United States Eliot's Full time

    About EliotEliot provides innovative behavioral health services to children, youth, and families. We are dedicated to delivering high-quality care and supporting individuals to achieve their full potential.Job OverviewThe Youth and Family Service Coordinator will play a critical role in supporting families and youth to access necessary services and...


  • Saugus, Massachusetts, United States Triangle, Inc Full time

    About the JobThis Support Services Coordinator position is a great opportunity to make a difference in the lives of individuals with disabilities.About the Role:Support individuals with daily living tasks, such as personal care and meal preparation.Encourage and assist individuals in pursuing their interests and hobbies.Responsibilities:Develop and implement...


  • Saugus, Massachusetts, United States Bridgewell Full time

    About the RoleWe are seeking an experienced Disability Services Coordinator to join our team. As a key member of our staff, you will provide daily support and assistance to individuals with developmental or psychiatric disabilities in our Level 2 residential programs.Key ResponsibilitiesDevelop and implement individualized plans to promote skill development...


  • Saugus, Massachusetts, United States Morgan Staffing Services Full time

    We are seeking a highly motivated Material Logistics Coordinator to join our team at a company in the Greater Boston Area. This role offers a competitive salary of $50,000 - $60,000 per year and opportunities for growth.Job Summary:This position involves coordinating and executing material handling activities, including stockroom management, inventory...


  • Saugus, Massachusetts, United States The Rubin Home Assisted Living Full time

    Job OverviewThe Rubin Home Assisted Living is seeking a skilled Resident Care Specialist to join our team. As a key member of our care team, you will be responsible for providing high-quality care to our residents with Alzheimer's and Dementia.Estimated Salary Range: $45,000 - $60,000 per yearKey Responsibilities:Assist the Director of Resident Care and...


  • Saugus, Massachusetts, United States Eliot Community Human Services Full time

    About This Exciting OpportunityWe are seeking a highly organized and detail-oriented Office Manager and Operations Coordinator to join our team at Eliot Community Human Services.">In this role, you will be responsible for managing the day-to-day operations of our Behavioral Health Community Partner (BHCP) program, including coordinating meetings and events,...


  • Saugus, Massachusetts, United States Eliot Community Human Services Full time

    Job SummaryEliot Community Human Services is seeking a skilled Registered Nurse (RN) to join our interdisciplinary team as a Nurse Care Coordinator in our innovative One Care Health Home program.About the RoleThis challenging and rewarding position involves coordinating medical, behavioral health, and social needs for members with complex conditions who are...


  • Saugus, Massachusetts, United States Eliot Community Human Services Full time

    About Our Job OpportunityWe are seeking an experienced Administrative Services Associate to join our dynamic team at Eliot Community Human Services.">As an Administrative Services Associate, you will play a key role in supporting the daily operations of our Behavioral Health Community Partner (BHCP) program. Your responsibilities will include providing...


  • Saugus, Massachusetts, United States Michael Page Full time

    Role SummaryA leading CPA firm seeks a seasoned professional to lead its Client Accounting/Advisory Services team. The ideal candidate will have 5+ years of experience in staff management and supervisory roles, with a strong background in accounting and finance.About the RoleThis leadership position involves overseeing outsourced accounting, payroll, and tax...


  • Saugus, Massachusetts, United States Essendant Management Services LLC Full time

    About Essendant Management Services LLCEssendant Management Services LLC is a purpose-driven company that excels in the supply chain industry, delivering best practices for customers and associates. Our core values of Integrity, Collaboration, Customer-Centric, Embrace and Drive Change serve as the foundation for our success. We are committed to building a...