About HUB Retirement & Private Wealth (RPW):We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.
Job Purpose:The Client Onboarding Specialist leads new retirement plan onboarding and supports compliance tasks, serving as a primary client-facing contact. The ideal candidate is highly analytical, personable, and entrepreneurial —capable of building and maintaining their own processes and tools. This role requires deep expertise in retirement plan compliance and legal requirements, strong communication and organizational skills, and the ability to stay current on legislative and regulatory changes. Key Responsibilities:
• Manage all aspects of the onboarding process and successful transition of new retirement plans to the platform.
• Coordinate with Financial Advisors, Plan Sponsors, prior recordkeepers, and Third Party Administrators to
establish conversion timelines, key action items, and delivery dates; communicate project status to internal
and external stakeholders.
• Collaborate cross-functionally to ensure the team delivers against Service Level Agreements.
• Mentor and support junior team members.
• Manage deadlines and caseload effectively to meet or exceed departmental service goals and partner-specific
service levels for quality and timeliness.
• Respond to internal and external customer inquiries via phone and written correspondence.
• Develop familiarity with various Plan Document types; learn to amend, restate, and prepare client notices.
Required Qualification
• Bachelor's degree or equivalent work experience.
• Proficiency in Microsoft Office applications, including Excel, PowerPoint, and Word.
• Demonstrated aptitude for rapid learning, creating, and iterating.
• High attention to detail, strong analytical thinking, and excellent organizational skills.
• Proven track record of sound judgment and proactive problem-solving.
Preferred experience:
• Minimum of 2 years of experience in the retirement plan industry.
• General knowledge of ERISA rules and requirements, including non-ERISA and governmental plan rules;
experience with compliance/recordkeeping systems (e.g., SunGard Relius, ASC, FIS).
• Qualified 401(k) Administrator (QKA) credential or higher ASPPA designation.
• Subject matter knowledge of retirement plan design and conversion processes from point of sale through
release of conversion data.
• Experience with retirement plan documents (FIS and ASCi).
• Computer literacy with recordkeeping and trust systems (FIS Relius); experience with plan reconciliations.
• Working knowledge of ERISA, DOL, and IRS regulations; familiarity with individually designed and prototype
plan documents.
• Working knowledge of non-ERISA/governmental plans is a plus.
Featured Benefits:
- Medical, Vision, Dental, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
- Hybrid schedule • Monday–Friday (8am–5pm) • 2 weeks vacation, sick leave, personal days, and floating holidays
- Gold's Gym discount.
Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: NegligibleRequired Education: Bachelor's degree (4-year degree)
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.
E-Verify Program
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Skills Required
- Bachelor's degree or equivalent work experience
- 5-7 years of relevant experience
- Proficiency in Microsoft Office (Excel, PowerPoint, Word)
- High attention to detail, strong analytical thinking, and excellent organizational skills
- Proven track record of sound judgment and proactive problem-solving
- Ability to manage onboarding processes, coordinate stakeholders, and meet service level agreements
- Respond to internal and external customer inquiries via phone and written correspondence
- Minimum of 2 years of experience in the retirement plan industry
- General knowledge of ERISA rules and requirements and familiarity with DOL and IRS regulations
- Experience with compliance/recordkeeping systems (e.g., SunGard Relius, ASC, FIS)
- QKA credential or higher ASPPA designation
- Experience with retirement plan documents and conversions (FIS and ASCi) and plan reconciliations
HUB International Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about HUB International and has not been reviewed or approved by HUB International.
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Flexible Benefits — Flexible spending accounts and pre-tax commuter programs are available, alongside a broad menu of voluntary options such as legal plans, accident coverage, and group auto/home insurance.
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Healthcare Strength — Health, dental, and vision coverage are offered with multiple medical plan options, complemented by life and disability coverage and a dedicated wellbeing program with activities and tools.
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Retirement Support — A retirement savings plan is provided with a discretionary company match and access to financial planning assistance tools.
HUB International Insights
What We Do
Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.
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