Client Service Coordinator

Key Responsibilities

• Serve as the primary point of contact for client inquiries, ensuring timely, accurate, and professional responses.
• Cook up 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.
• 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.
• Aid advisors with the preparation of financial planning materials, proposals, and presentations.
• Maintain organized electronic and physical filing systems in compliance with regulatory requirements.
• Ensure all client documentation and processes adhere to regulatory standards and firm compliance policies.
• Absorb and analyze industry regulations and internal compliance updates as they relate to the role.

Qualifications

• 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 Qualifications

• 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

• 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

Equal Opportunity Employer

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.

Contact Information

This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.