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Client Service Coordinator @ HUB International

Sandy, Utah, United States of AmericaOnsiteFull-timePosted 3 days ago

Opens on the employer's site

About this role

Take on the role of a Client Service Coordinator and play a key role in supporting financial advisors and clients within a leading wealth management firm. Leverage your organizational and communication skills to manage client onboarding, account operations, and regulatory compliance. Grow your career in a dynamic, client-focused environment with opportunities for professional development.. Category: Account Management

Skills

microsoft office suiteregulatory compliancecrm systemsportfolio management systemsaccount onboardingaccount openingclient records managementstakeholder managementfinancial planning platformsfinancial reportingregulatory filingsinvestment products knowledgeinsurance products knowledgeconfidentiality management

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Client Service Coordinator at HUB International | ResuMinder Jobs