Back to all jobs

A Hire Purpose

Operations Coordinator – 34-hour work week

We are looking for a customer-focused Operations Coordinator to support our long-established Financial Services/Investment Clients.

We are a small office (4 employees) and as such, interpersonal skills are key!

  • Hours: Monday-Thursday 9:00am-4:00pm; Friday 9:00am-3:00pm
  • Paid Time Off: 2 weeks paid vacation per year plus Paid Holidays (we’re closed when the stock market is closed)
  • Retirement: Simple IRA

The Operations Coordinator is the Customer Service Expert and supports financial services transactions, providing information and resolving any problems or answering questions that customers might have. The best Operations Coordinators are genuinely excited to help customers. They’re patient, empathetic, and passionately communicative. They thrive on talking to customers and building relationships.

Problem-solving comes naturally to Operations Coordinators and they are confident at troubleshooting and investigating if they don’t have enough information to immediately resolve customer needs.


  • Answer customers inquiries by phone with a professional and welcoming communication style.
  • Build relationships and trust with customers (oftentimes elderly customers) through open and interactive communication.
  • Respond to customer requests and concerns, providing appropriate solutions; following up to ensure resolution.
  • Open and close financial accounts, process transactions and confidential and time sensitive applications and documents.
  • Generate reports and manipulate data using basic Excel functions.
  • Create letters and run mail merge functions in Word to communicate with customers on a regular basis.


  • Demonstrated excellence in customer service including building rapport and relationships through telephone and email communications
  • Familiarity with CRM systems (Customer Relationship Management) and database practices
  • Intermediate Microsoft Word, and Basic Excel skills
  • Customer relationship skills including the ability and demonstrated experience to adapt and respond to a variety of customer personalities and demands
  • Excellent communication and presentation skills
  • Ability to multi-task, prioritize, and manage time effectively
  • Candidates with Financial Services and Wealth Management experience and skills are highly desirable.
  • Notary a plus!

Cathy Wynne, SPHR, SHRM-CP



Reference: JOB-4112

    • Job type: Permanent
    • Location: Vernon, CT
    • Date posted:
    • Pay:$18.00 - $24.00