Financial Services Coordinator Jobs
Financial Services Coordinator jobs are open across banking, insurance, wealth management, and fintech, covering specializations in client services, compliance support, and loan processing, from entry-level to senior coordinator roles. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 12+ Financial Services Coordinator jobs
Job Overview
We are seeking a dynamic and proactive Operations Coordinator to join our team and drive exceptional client engagement through operational structure. The Operations Coordinator is a foundational position focusing on the backend processes to create an exceptional client experience for clients of the firm. In addition to back end operational work, this position consists of working alongside the firm’s client services team and advisors to administer client facing service-based tasks. Experience in administering operational or service-based tasks for a financial services firm is highly desired for this role.
Like all team positions at SPFG, these responsibilities will regularly be modified as necessary based on the changing needs of our growing organization.
Summary of essential duties:
Directly assisting clients – 40%
- Process and administer all firm clients' operational requests to include Abandoned Property tasks and Terminated Clients tasks
- Process and administer Service requests for certain Tier clients to include: Change of Name/Address/Beneficiary/Bank, Withdrawals, Contributions, Qualified Charitable Donations (QCD’s), and Required Minimum Distributions (RMD's)
- RMD project set up, auditing and tracking for all clients
Operational task 50%
- NIGO Status Monitoring – all advisors
- Monthly and Quarterly reporting to include CMAP billing, Pershing Cash report, CRM monthly reports and audits to enhance client data points.
- Manage and track progress on CRM client data point cleanup projects.
- Regular Maintenance and update of our CRM (RedTail) to include tag group maintenance and set up, Auto link accounts, assigning workflows to internal team members, creation and editing of workflows and templated tasks for Client services team.
- Scheduling software administrator (Greminders) to include updating and maintenance of schedling links for all internal meetings.
- Submitting monthly correspondence to compliance
- Annual compliance tracking and approval of yearly templates for cards, letters, videos, social media, marketing collateral, etc.
- Marketing, email and social media management to include email set up, birthday / anniversary posts for internal employees, SWAG and branded apparel orders, creation of social media content, creating and editing marketing eblasts on various topics.
- Utilization of AI to enhance and edit existing marketing and company templates.
General team collaboration – 10%
- We take great pride in being a small company and value flexibility for our team members. This requires all team members to be comfortable occasionally filling in team gaps when our team members are out of the office or during high volume traffic times of the year.
Required Qualifications
- Comfortable utilizing various technology platforms to streamline systems and processes
- High attention to detail and likes to understand how things work together company wide.
- Values finding efficiencies in processes to create time for more meaningful work.
- Strong verbal, written, active listening and documentation skills
- Client and service driven attitude
- Positive and team minded
- Ability to independently identify and resolve problems, is highly proactive, and has a willingness to share consistent feedback
- Highly desired to have experience in a client facing or back-end service role within an Investment / Financial Advisory firm.
- Utilization of AI to enhance and create efficiencies in processes and administrative tasks
- Notary is highly desired, or willingness to obtain
Benefits:
- 401(k)
- Paid time off
- Volunteer time off
- Work Location: We have offices in the below locations; this position is an in-office position but can work from any of our below offices.
- Wichita, KS (in office), Great Bend (in office), Laramie, WY (in office)
Pay: $54,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- Paid time off
Work Location: In person
Job Overview
We are seeking a dynamic and proactive Operations Coordinator to join our team and drive exceptional client engagement through operational structure. The Operations Coordinator is a foundational position focusing on the backend processes to create an exceptional client experience for clients of the firm. In addition to back end operational work, this position consists of working alongside the firm’s client services team and advisors to administer client facing service-based tasks. Experience in administering operational or service-based tasks for a financial services firm is highly desired for this role.
Like all team positions at SPFG, these responsibilities will regularly be modified as necessary based on the changing needs of our growing organization.
Summary of essential duties:
Directly assisting clients – 40%
- Process and administer all firm clients' operational requests to include Abandoned Property tasks and Terminated Clients tasks
- Process and administer Service requests for certain Tier clients to include: Change of Name/Address/Beneficiary/Bank, Withdrawals, Contributions, Qualified Charitable Donations (QCD’s), and Required Minimum Distributions (RMD's)
- RMD project set up, auditing and tracking for all clients
Operational task 50%
- NIGO Status Monitoring – all advisors
- Monthly and Quarterly reporting to include CMAP billing, Pershing Cash report, CRM monthly reports and audits to enhance client data points.
- Manage and track progress on CRM client data point cleanup projects.
- Regular Maintenance and update of our CRM (RedTail) to include tag group maintenance and set up, Auto link accounts, assigning workflows to internal team members, creation and editing of workflows and templated tasks for Client services team.
- Scheduling software administrator (Greminders) to include updating and maintenance of schedling links for all internal meetings.
- Submitting monthly correspondence to compliance
- Annual compliance tracking and approval of yearly templates for cards, letters, videos, social media, marketing collateral, etc.
- Marketing, email and social media management to include email set up, birthday / anniversary posts for internal employees, SWAG and branded apparel orders, creation of social media content, creating and editing marketing eblasts on various topics.
- Utilization of AI to enhance and edit existing marketing and company templates.
General team collaboration – 10%
- We take great pride in being a small company and value flexibility for our team members. This requires all team members to be comfortable occasionally filling in team gaps when our team members are out of the office or during high volume traffic times of the year.
Required Qualifications
- Comfortable utilizing various technology platforms to streamline systems and processes
- High attention to detail and likes to understand how things work together company wide.
- Values finding efficiencies in processes to create time for more meaningful work.
- Strong verbal, written, active listening and documentation skills
- Client and service driven attitude
- Positive and team minded
- Ability to independently identify and resolve problems, is highly proactive, and has a willingness to share consistent feedback
- Highly desired to have experience in a client facing or back-end service role within an Investment / Financial Advisory firm.
- Utilization of AI to enhance and create efficiencies in processes and administrative tasks
- Notary is highly desired, or willingness to obtain
Benefits:
- 401(k)
- Paid time off
- Volunteer time off
- Work Location: We have offices in the below locations; this position is an in-office position but can work from any of our below offices.
- Wichita, KS (in office), Great Bend (in office), Laramie, WY (in office)
Pay: $54,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- Paid time off
Work Location: In person
Financial Services Coordinator Jobs by Experience Level
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Find JobsFinancial Services Coordinator Job Market
Who's Hiring
Top Industries Hiring
- Education
What Employers Look For
The qualifications that appear most often in financial services coordinator jobs.
- 1-3 years of experience in financial services, banking, or insurance coordination
- Proficiency in financial software and CRM platforms used for client account management
- Strong knowledge of regulatory compliance standards including KYC and AML procedures
- Associate or bachelor's degree in finance, business administration, or a related field
- FINRA Series 6 or Series 7 license preferred or required depending on the role
- Demonstrated ability to manage high volumes of documentation with accuracy under deadlines
Tips for Your Financial Services Coordinator Job Search
Tailor your resume to each listing
Financial services coordinator postings vary by sub-sector: a banking role emphasizes regulatory documentation while an insurance role stresses policy administration. Pull exact phrases from each job description and match them to your bullet points so your resume clears ATS screening.
Highlight your compliance and documentation experience
Employers in this field screen hard for candidates who have handled KYC files, loan disclosures, or account maintenance records. Name the specific documents you managed and the volume you processed, not just the general task of coordinating.
Earn a relevant industry credential first
A FINRA Series 6 or Series 7 license, or a CFSM designation, signals readiness for client-facing or trading-support environments before you even interview. Many hiring managers treat unlicensed applicants as conditional hires requiring additional onboarding cost.
Apply early to roles that fit
Migrate Mate lists financial services coordinator openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for scenario-based interview questions
Interviewers in financial services frequently test situational judgment: how you handle a client escalation, a data discrepancy, or a deadline conflict. Prepare two or three concrete examples using real outcomes, not hypothetical answers, drawn from your actual coordinator or administrative work.
Negotiate start date and licensing support upfront
If a role requires a securities license you don't yet hold, ask during the offer conversation whether the employer covers exam fees and study time. Many firms do, but only candidates who ask receive it documented in writing before their first day.
Financial Services Coordinator Jobs: Frequently Asked Questions
Which companies are hiring the most financial services coordinators?
The companies hiring the most financial services coordinators right now include Strategic Partners Financial, CIM, and Augusta Health, with the largest share of openings in Iowa, Kansas, and Wyoming, based on current listings on Migrate Mate as of November 2026. Demand is particularly concentrated at large regional banks, insurance carriers, and independent wealth management firms.
How many financial services coordinator jobs are remote?
About 0% of financial services coordinator openings are fully remote or hybrid as of November 2026, though availability varies by function. Client onboarding, loan processing support, and back-office compliance coordination roles are more likely to offer remote or hybrid schedules than positions tied to branch operations or in-person client advisory teams.
How do you become a financial services coordinator?
Start by completing an associate or bachelor's degree in finance, business, or a related field, then pursue entry-level administrative or customer service experience in a financial institution. Build familiarity with account management platforms and compliance documentation. Obtaining a securities license such as a FINRA Series 6 or 7 strengthens your candidacy significantly for roles in investment or brokerage environments.
Can you get a financial services coordinator job with little experience?
Yes, many employers hire financial services coordinators from adjacent backgrounds such as retail banking, insurance customer service, or general administrative roles if candidates demonstrate accuracy with financial records and comfort with regulated processes. Highlighting any exposure to account documentation, payment processing, or compliance checklists makes an entry-level application competitive even without direct coordinator experience.
What does the financial services coordinator interview process look like?
The process typically starts with a phone screen focused on your administrative background and familiarity with financial tools, followed by one or two in-person or video interviews that include scenario-based questions about client escalations, documentation errors, and deadline management. Some employers add a short assessment testing data accuracy or software proficiency before extending an offer.
Where can I find and apply to financial services coordinator jobs?
You can find and apply to financial services coordinator jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your background, whether in banking, insurance, wealth management, or fintech, and apply directly to each listing that fits your experience and location preferences.
See All 12 Financial Services Coordinator Jobs
Find roles that match your experience and apply in just a few clicks.
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