Client Service Coordinator
Denver, Colorado, United States of America
Full Time
6 hours ago
$25 - $28 USD
No Visa Sponsorship
Key skills
SalesforceCRMProject Management
About this role
Role Overview
- 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
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
- 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 Client Relationship Database tools (e.g. Microsoft Dynamics, Salesforce)
- Associate's or Bachelor's degree
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA
- 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