Wealth Management Client Services 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

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