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 andwerelooking 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 receivea seamless high-quality service experience. This individual willbe responsible formanaging 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 ensuringtimelyaccurate 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 ensuretimelycompletion

• Assistadvisors 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

• Assistwith 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

• 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 levelof integrity and discretion when handling confidential client information

Preferred

• Experiencewithfinancial 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)

• Associates orBachelors 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 studyassistance

• Collaborative team-oriented work environment with opportunities for career growth