Job Description
**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 Produc...
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 Produc...