Baystate Financial ยท 2 months ago
Business Operations Support Specialist
Boston, MA
Full-time
Hybrid
New Grad, Entry Level
$50K/yr - $60K/yrBaystate Financial is seeking a full-time Business Operations Support Specialist to join their team. The role involves preparing applications for insurance clients, managing client service requests, and maintaining client records in the CRM system.
BankingCrowdfundingFinancial ServicesVenture Capital
Responsibilities
Prepare applications for insurance clients
Prepare account opening paperwork for securities business
Manage general client service requests
Ordering client medical requirements
Liaison between Advisor and client
Maintaining up-to-date client records in CRM system
Qualification
Required
superior verbal and written communication skills
professional phone presence
strong time management skills
capacity to prioritize business needs
familiarity with business technology tools such as Microsoft Office Suite and Salesforce
ability to quickly gain working knowledge of job-specific technology tools
solid attention to detail
innate organizational skills
ability to navigate a large volume of incoming information
maintaining integrity of sensitive client data
Preferred
Experience in Financial Services
Benefits
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Company
Baystate Financial
Baystate Financial is a financial services company in Boston, MA.
Founded in 1901
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brad Simonds
Chief Supervisory Officer
Bryan Morrell
Partner
Recent News
Seattle TechFlash
2025-05-17
2024-10-25
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