Client Service Coordinator

Position Summary 

HUB International Investment Services is a nationally recognized Retirement Plan Consulting firm seeking a detail-oriented, proactive Client Service Coordinator to support our growing retirement plan advisory team. This entry-level role is ideal for a motivated professional who thrives in a fast-paced, client-facing environment and is eager to build a career in financial services. You will play a key role in ensuring seamless committee meeting coordination, client communications, and the timely production of reports and presentations. 

Key Responsibilities 

Committee Meeting Coordination 

• Schedule and coordinate quarterly retirement plan committee meetings, aligning advisor, client, and vendor calendars 

• Prepare and distribute meeting agendas, invitations, and pre-meeting materials to all stakeholders 

• Track action items and follow-up tasks from committee meetings 

Presentation & Report Production 

• Build and update client-facing PowerPoint presentations for quarterly and annual committee meetings 

• Generate investment due diligence reports using proprietary reporting platforms (e.g. RPAG) 

• Produce fee benchmarking reports by compiling and analyzing plan-level data from multiple sources 

• Coordinate with recordkeepers and investment platforms to pull and reconcile data for reporting 

Client Relationship Database 

• Maintain and update client relationship data in CRM systems Experience in Microsoft Dynamics or Salesforce preferred. 

• Ensure accuracy of client contact information, plan details, meeting notes, and activity logs 

Client & Vendor Communications 

• Serve as a proactive point of contact for clients on routine service requests, meeting logistics, and follow-up items 

• Coordinate with plan recordkeepers and investment vendors to obtain data, resolve service issues, and assist plan changes 

• Draft and send professional client communications including meeting confirmations, action item summaries, and service updates 

• Support the advisory team with internal partner coordination across compliance, operations, and other HUB service lines 

Qualifications & Experience 

Required 

• Proficiency in Microsoft Office Suite — particularly PowerPoint, Excel, Word, and Outlook 

• Strong attention to detail, organizational skills, and ability to manage multiple projects with competing deadlines 

• Professional interpersonal skills and comfort communicating with clients and vendors by phone and email 

• Self-starter who can problem-solve and work independently with limited oversight 

• Positive, collaborative attitude and willingness to support team goals and various projects 

• Strong attention to detail and organizational skil