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Client Service Coordinator

HUB International
Sandy, USA
Full-time
Junior · 1–2 years experience
Discovered 3 weeks ago
excel

Full Job Posting

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
  • 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
  • We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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