Business Support Coordinator | Client Onboarding

Summary: Magellan Financial is focused on simplifying retirement planning for their clients. They are seeking a Business Support Coordinator to manage client onboarding processes and ensure smooth operations within the office. Responsibilities: - 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 Required Skills: Administrative experience, Client service experience, Financial services knowledge, Insurance knowledge, Microsoft Office, CRM systems Benefits: Paid time off