Client Service Coordinator

About HUB International   HUB International is a leading full-service global insurance broker and financial services firm. With a network of dedicated professionals across North America and beyond, HUB delivers a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. Our Wealth Management division is committed to delivering exceptional, personalized financial guidance to our clients – and   we’re   looking for a driven professional to join our team.   Position Overview   The Wealth Management Client Service Administrator plays a vital role in supporting our financial advisors and ensuring our clients receive   a seamless , high-quality service experience. This individual will   be responsible for   managing administrative operations within the wealth management practice, acting as a key liaison between clients, advisors, and financial institutions. The ideal candidate brings a professional demeanor, strong organizational skills, and a passion for client service in a financial services environment.   Key Responsibilities   Client Service & Relationship Support   Serve as the primary point of contact for client inquiries, ensuring   timely ,   accurate , and professional responses   Coordinate client onboarding, account opening, and documentation processes with custodians and financial institutions   Maintain and update client records, ensuring data integrity within CRM and portfolio management systems   Prepare and distribute account statements, financial reports, and correspondence on behalf of advisors   Schedule and coordinate client meetings, reviews, and follow-up communications   Administrative & Operational Support   Process new account applications, transfers, beneficiary changes, and other service requests accurately and efficiently   Liaise with custodians, third-party providers, and internal departments to resolve account issues and service requests   Monitor and track pending transactions, follow up on outstanding items, and ensure   timely   completion   Assist   advisors with the preparation of financial planning materials, proposals, and presentations   Maintain organized electronic and physical filing systems in compliance with regulatory requirements   Compliance & Regulatory   Ensure all client documentation and processes adhere to regulatory standards and firm compliance policies   Assist   with preparation and submission of required regulatory filings and forms   Stay current on industry regulations and internal compliance updates as they relate to the role   Qualifications   Required   Exceptional organizational skills with strong attention to detail and accuracy   Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)   Strong written and verbal communication skills with a professional, client-focused approach   Ability to manage multiple priorities in a fast-paced environment   High level   of integrity and discretion when handling confidential client information   Preferred   Experience   with   financial planning or portfolio management platforms (e.g., Salesforce, Redtail, Orion, Tamarac, or similar)   Knowledge of investment products, insurance products, or financial planning concepts   FINRA Series 6, 7, or 65/66 license (or willingness to obtain – compensation reflects licensing status)   Life & Health insurance license (or willingness to obtain)   Associate’s or   Bachelor’s degree in Finance , Business, or a related field   Benefits   HUB International offers a competitive total rewards package, including:   Comprehensive health, dental, and vision insurance   401(k) retirement plan with employer match   Paid time off and holidays   Professional development and continuing education support   Licensing reimbursement and study   assistance   Collaborative, team-oriented work environment with opportunities for career growth   Department Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team  [email protected] . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.