Business Support Coordinator | Client Onboarding

Premier Planning Professionals • Full-time • Waterford, CT, US • $55k - $60k / year • 3d ago

Make retirement planning feel simple—for every client who calls.

Business Support Coordinator | Premier Planning Professionals (On-site)

Waterford, CT

You’re the kind of person who can keep ten details straight, follow up without dropping a ball, and make people feel instantly taken care of. In this role, you’ll be the “calm center” of our office—owning the workflows that turn new prospects into confident clients and keeping ongoing service crisp, organized, and timely.

What you’ll get (day one)

$55,000 - $60,000 Base Salary + Bonus Opportunities
A seat close to the decision-makers—your improvements get implemented
A clear path to grow into Office Manager / Operations Manager responsibilities as you master the role
An “enhance everything” mindset—continuous improvement in systems and client experience

What you’ll do

Run a clean client onboarding process: forms, signatures, account setup steps, and proactive follow-ups
Coordinate schedules, meetings, and client events so the advisor team stays focused on planning—not logistics
Keep records accurate, organized, and easy to retrieve (CRM + digital files)
Be the first point of contact for client questions and service requests—resolve what you can, escalate what you should
Support sales and marketing execution: client communications, lead tracking, and campaign/event coordination

Required qualifications

Administrative or client service experience (financial services, insurance, or another professional services environment is a plus)
Strong organization and attention to detail
Confident written and verbal communication
Comfort with Microsoft Office and CRM systems

Apply now to start a confidential conversation. If you’re the person who makes processes smoother and clients happier, we want to meet you.

Pay: $55,000.00 - $60,000.00 per year

Benefits: