Find & Apply For Scheduler / Operations Coordinator Jobs in Westbury, New York

Senior Operations & Client Services Associate Full-Time | In Person | Westbury, NY 10+ Years in Financial Services? Maybe It's Time to Stop Commuting Past Your Career. You've spent years learning this business. You know what good client service looks like. You know how accounts actually get opened, funded, transferred, serviced, documented, and kept moving. You know the difference between someone who understands financial-services operations and someone who simply follows a checklist. And after 10+ years in the industry, you may also know something else: You shouldn't have to spend hours commuting into Manhattan every week just to find meaningful work. Florio Wealth Management Group is looking for an experienced financial-services professional to join our team in Westbury, Long Island . We're looking for someone local who wants to bring a decade or more of industry knowledge to a growing wealth management firm where experience, judgment, relationships, and attention to detail are genuinely valued. This Is Not an Entry-Level Operations Position We are not looking for someone who needs to learn the financial-services industry from scratch. We're looking for the person other people have relied on. Someone who understands what happens behind the scenes when serving investment and insurance clients. Someone who can look at a piece of business and know what needs to happen next. Someone who catches missing information before it creates a problem. Someone advisors trust because when they hand something to you, they know it will get handled. If you have 10+ years of financial-services experience and that sounds like you, we should talk. Why Florio Wealth Management Group? For nearly four decades, Florio Wealth Management Group has helped families and locally owned businesses make better financial decisions. Our approach goes beyond products and transactions. We believe financial planning should start with what matters most to the client, their values, their goals, their family, their business, and the life they want to build. Our team works collaboratively to coordinate financial planning, investments, insurance, and related wealth-management needs so clients receive a more organized and integrated experience. And now we're looking for an experienced operations and client-service professional who can help us deliver that experience at an exceptional level.

What You'll Own:

Client Service You'll play an important role in making sure clients feel known, supported, and taken care of.

That includes:

• Managing client service requests from beginning to resolution
• Coordinating scheduling, communications, reports, documentation, and follow-up
• Supporting advisors before, during, and after client meetings
• Managing and improving the client onboarding experience
• Overseeing financial-planning renewals, documentation, fee collection, and follow-through
• Building strong relationships with clients and serving as a trusted point of contact
• Identifying service issues early and taking ownership of getting them resolved Clients shouldn't have to wonder what's happening. Advisors shouldn't have to chase things. You'll help make sure neither happens. Operations This is where your experience becomes especially valuable. You'll help keep the engine of the firm running by:
• Opening and maintaining investment and insurance accounts
• Processing custodian, carrier, client, and firm paperwork
• Supporting asset transfers and investment implementation
• Monitoring account activity and transactions
• Supporting trading, reporting, documentation, and CRM workflows
• Managing insurance underwriting cases through completion
• Preparing recurring operations reports
• Helping maintain and improve the firm's procedures and Standard Operations Manual
• Assisting with compliance-related processes
• Coordinating securities, insurance, and professional licensing renewals
• Tracking required Continuing Education We don't just want someone who can follow our processes.

We want someone experienced enough to recognize when a process can be better.

The Person We're Looking For:

You've probably spent much of your career inside an RIA, broker-dealer, insurance firm, wealth-management practice, or similar financial-services environment. You understand the language. You understand the paperwork. You understand the urgency. And you understand how much trust clients place in the people handling their financial lives.

The strongest candidate will have:

• 10+ years of financial-services industry experience
• Significant experience with investment and insurance new-business processing
• Experience supporting advisors and high-touch client relationships
• Familiarity with RIA and/or broker-dealer operations
• Experience with mutual funds, annuities, 529 plans, custodians, insurance carriers, and investment platforms
• Strong CRM and workflow-management experience
• Exceptional attention to detail
• The ability to manage multiple priorities without constant supervision
• A polished, personable, professional communication style Experience with Advisor's Assistant or a similar CRM is a plus.

A bachelor's degree is preferred. And Yes — We're Looking for Someone Local This opportunity is based in Westbury, NY . We're especially interested in experienced professionals who already live on Long Island and want to build the next chapter of their career here. Maybe you've done the LIRR commute. Maybe you've spent years driving west before sunrise and coming home after dinner. Maybe you've reached the point where giving several hours of your week to a commute no longer feels like a good trade. You don't necessarily need to leave the financial-services industry to change your quality of life. You may just need to stop commuting to Manhattan. This is a hybrid role that gives you the opportunity to work with an established wealth-management firm right here on Long Island . What We Offer

• Competitive salary
• Health insurance subsidy
• Paid vacation and sick time
• 3% retirement plan match
• Flexible scheduling
• Discretionary paid time off Most importantly, you'll join a team where your experience isn't simply another line on your résumé.

It's the reason we're hiring you. You May Be a Great Fit If… You're already successful in financial services. You're not trying to escape the industry. You're looking for a better place to apply everything you've learned. A smaller team. Closer relationships. Meaningful responsibility. Less bureaucracy. And a commute that doesn't consume your life. If you've built 10+ years of financial-services experience and you're ready to bring that expertise to a Long Island wealth-management firm where it can make a real impact, we'd like to hear from you.

Pay:

$75,000.00 - $90,000.00 per year

Benefits:

401(k) 401(k) matching Health insurance Paid time off

Work Location:

In person