Client Engagement Coordinator

HUB International•Newport Beach, CA

1d•$28 - $33•Onsite

About The Position

We are currently seeking a Client Engagement Coordinator to join our Wealth & Retirement team. This position will work with the sales staff and Retirement Plan Advisors and assist with tasks associated with onboarding new clients and accounts.

Requirements

4 year college degree or equivalent work experience
At least 3 years of Retirement Plan experience
Excellent organization skills and strong attention to detail
Excellent written and verbal communication skills
Proven ability to establish and maintain relationships with clients and carriers
Ability to manage multiple responsibilities in a deadline driven environment
Proven ability to work independently and collaboratively with a team
Experience with an agency management system.
Proficiency with Microsoft Office Suite and Adobe Acrobat Pro

Nice To Haves

Retirement Plan related licensing a plus

Responsibilities

Assisting with proposal materials, presentations, and scheduling of meetings with prospective clients.
Tracking the onboarding tasks for new clients until the hand-off to client servicing.
Preparing and ensuring all new client paperwork is complete and accurate.
Participating in regular meetings during the onboarding process to track action items.
Updating client databases.
Assisting with and tracking the transition of Plan Recordkeeper as well as creating Plan Blackout and/or Fund Change notices, when applicable.
Other projects/duties as assigned.