×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X

Financial Planning Client Operations Coordinator

Job in Melville, Suffolk County, New York, 11775, USA
Listing for: Next Level Planning
Full Time position
Listed on 2026-03-13
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A growing Financial Planning Firm in Melville, NY, is seeking an individual to assist with day-to-day operations, helping with client paperwork and service issues. The candidate should communicate effectively via phone and email, and have experience in the Financial Advisor industry, especially processing Life Insurance applications. Proficiency in Salesforce and Microsoft tools is essential.

This role offers significant upward mobility in a supportive team environment.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search