Client Service Coordinator

Hub International Insurance • Denver, CO

2d • Hybrid

About The Position

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.

Requirements

• 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 skills

Nice To Haves

• 1+ year of experience in financial services, insurance, employee benefits, or a related field
• Project management experience with working on several projects with different timelines
• Familiarity with C lient Relationship Database tools ( e.g. Microsoft Dynamics, Salesforce )
• Associate's or Bachelor's degree

Responsibilities

• 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
• 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
• Maintain and update client relationship data in CRM systems
• Ensure accuracy of client contact information, plan details, meeting notes, and activity logs
• 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

Benefits

• health/dental/vision/life/disability insurance
• FSA, HAS and 401(k) accounts
• paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays
• eligible annual bonuses, equity and commissions may be available for some positions

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED