About this Client Service Associate, Retirement & Private Wealth role at HUB International
HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.
What We Offer You:
At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:
Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Paid Parental Leave
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance, because that’s important for all of us!
Growth potential - HUB is constantly growing and so can your career!
Strong community support and involvement through HUB Gives
General Description:
The Client Services Associate oversees the administration of client services, including contacting clients for account reviews, assisting with non-trade related client requests, and processing administrative client account changes. This role supports client review preparation, CRM and reporting processes, and day-to-day service activities while developing foundational knowledge of financial planning and the firm’s value proposition.
Essential Duties & Responsibilities:
Acts as a liaison between clients and investment advisors.
Oversees scheduling of clients for account reviews, in person or remotely.
Prepares, submits, and follows up on new client paperwork.
Performs administrative support for client investment accounts, including but not limited to distributions, beneficiary changes, and contact information updates.
Maintains client records across various databases.
Monitors and responds to client and vendor emails and phone calls.
Assists investment advisors in preparation of materials for prospects and clients.
Prepares client communication materials in collaboration with advisors.
Maintains meeting documentation, notes, and internal follow-up items as directed.
Contributes positively to a collaborative, respectful, and client-focused workplace environment.
Participates in team meetings and supports shared goals and initiatives.
Embraces, promotes, and supports the direction, values, and goals of HUB.
Ensures a high level of customer service and client satisfaction through accuracy, responsiveness, and professionalism.
Monitors office supplies and kitchen inventory and is responsible for replenishment.
Provides coverage for other office employees when needed, related to non-trade investment activity only, through ongoing cross-training and collaboration.
Must be able to maintain regular and predictable attendance.
Other reasonable duties as assigned by your supervisor.
Work Experience & Education Requirements:
Prior experience in a customer support role at a financial institution preferred.
Excellent written and verbal communication skills.
Superior customer service and problem-solving skills.
Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook).
Detail-oriented self-starter.
Ability to work in a team environment.
Significant skill in handling competing demands and projects.
Excellent organizational skills and ability to prioritize and manage responsibility.
Must be thorough, detail-oriented, and capable of working with confidential information.
Ability to function independently with minimal supervision.
Some College (no degree)
No Licensures or certifications required
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
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