2 portfolio manager jobs found in Sandy, UT

We are seeking a detail-oriented and proactive Account Coordinator to join our Employee Benefits team.   In this mid-level role, you will manage and support day-to-day operations for a portfolio of client accounts, ranging from small to large groups.   You will collaborate closely with Account Managers, Account Executives, clients, and carriers to ensure smooth processes,   accurate   data, and exceptional client service.     Key Responsibilities:   Client Service & Communication   Manage daily communication with assigned client accounts, ensuring   timely   and effective service delivery   Respond promptly and professionally to service needs of clients and the account management team . Communicate via   ema il, phone, and video conferencing .   Occasional need to attend onsite client meetings with team.    System Management & Administration   Gain   expertise   in and...

About HUB International   HUB International is a leading full-service global insurance broker and financial services firm. With a network of dedicated professionals across North America and beyond, HUB delivers a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. Our Wealth Management division is committed to delivering exceptional, personalized financial guidance to our clients – and   we’re   looking for a driven professional to join our team.     Position Overview   The Wealth Management Client Service Administrator plays a vital role in supporting our financial advisors and ensuring our clients receive   a seamless , high-quality service experience. This individual will   be responsible for   managing administrative operations within the wealth management practice, acting as a key liaison between clients, advisors, and financial institutions....