Client Service Coordinator

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

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