Shared Services Account Coordinator

Barnum Financial Group is one of MassMutual’s largest Independent Financial Services offices in the country, and a leading provider of investment and insurance strategies. At Barnum Financial Group, we consider our clients’ needs, goals and dreams to be of the highest priority. We believe in the value of long-term relationships, integrity and unparalleled service to our advisors and end user clients.Position Description:The Shared Services Account Coordinator is responsible for providing comprehensive support throughout the submission process for the advisors they serve, with a primary focus on investment business. As the program continues to grow, this role will evolve to include oversight and coordination of the submission process across a team of associates.Key areas of responsibility:Manage the creation, submission, and follow-up of new business applications through final completionContact clients to gather information, pre-populate paperwork, and resolve any discrepanciesServe as the primary liaison between Advisors and Home Office Underwriting/broker-dealer partnersProactively monitor and follow up on pending applications to support the underwriting and account opening processesProvide assistance and backup support to other Client Account Coordinators as needed.Support the training of new Client Account Coordinators, Advisors, and Advisor Support StaffDiligently maintain accurate, real-time case status updates within SalesforcePromptly respond to Advisor inquiries regarding new business submissions and case follow-upParticipate in ongoing professional development and training opportunitiesAssist with general office operations, including administrative tasks, mailings, and other assigned dutiesContribute to the development and tracking of program metrics and performance measuresSupport special projects and other duties as assignedQualifications/ Requirements:Life, Accident, and Health Insurance License and/or FINRA Series 6/7 License preferredSalesforce experience preferredHighly organized to meet concurrent project deadlinesMust have strong communication, leadership, client service and analytical skillsAbility to multi-task in a fast-paced environmentAbility to work independently while impacting team resultsExcellent verbal and written communication skillsExceptionally professional and organizedExtremely detail-orientedAbility to collaborate with others, build and maintain relationshipsAbility to use discretion and maintain client confidentialityClient-first attitudeProficiency in Microsoft OfficeSome college or professional experienceCRN202909-11956437