Client Service Coordinator

HUB International; Sandy (UT); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) with employer match

Paid time off

Licensing reimbursement

Professional development support

Job summary

HUB International is seeking a Wealth Management Client Service Administrator to support financial advisors and deliver high-quality client service in our Utah Wealth Management practice. You will manage administrative operations, onboarding, account documentation, and ongoing client communications, liaising with custodians and institutions.

Proficiency with CRM and portfolio systems is a plus. This role requires strong organization, integrity, and a client-focused attitude in a fast-paced

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 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

Responsibilities

• Serve as primary contact for client inquiries with timely, professional responses.
• Coordinate onboarding, account opening, and documentation with custodians and financial institutions.
• Maintain client records in CRM and portfolio management systems.
• Prepare account statements, financial reports, and advisor communications.
• Schedule client meetings and follow-up communications.
• Process new accounts, transfers, and beneficiary changes.
• Liaise with custodians and vendors to resolve issues.
• Monitor pending transactions and follow up on items.
• Assist advisors with financial planning materials and proposals.
• Maintain filing systems in compliance with regulatory requirements.
• Ensure regulatory filings and updates are completed.

Skills

Client service

CRM proficiency

Data entry

Communication

Multitasking

Integrity

Education

Bachelor's or Associate degree in Finance/Business

Tools

Microsoft Office

Salesforce

Redtail

Orion

Tamarac

Job description

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

• 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

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.

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HUB International is one of North America's largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.