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

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