Client Services Associate

Summary:

We are looking for a professional, organized, detail-oriented team player to join HUB International Investment Services, a nationally recognized Retirement Plan Consulting & Wealth Management Firm.

In this role, you will:

• Assist a busy team to meet tight deadlines;

• Have responsibility for organizing and scheduling client meetings every quarter and coordinating the meetings with our financial advisors’ calendars;

• Assist with the preparation of meeting materials for meetings using Microsoft Office (Outlook, Word, PowerPoint, Excel) and proprietary reporting systems;

• Work closely with our vendor partners in gathering data needed for our meetings and using their websites to pull data from their reporting systems;

• Help to maintain, assemble, and update marketing materials, newsletters, and social media sites;

• Assist with client events, client support, and special projects;

• Keep our marketing databases up to date by gathering necessary information and by entering the data in a timely manner;

• Be willing to be part of team that helps each other meet our goals to grow our book of clients.

Valuable experience for someone applying for this job:

• Proficient in Microsoft Office including Word, Excel, PowerPoint and Outlook;

• Experience in Salesforce or other relationship management tools would be beneficial to this job.

• Experience in investment reporting tools like FIRM, Fi360, RPAG, Plan Tools would be useful but not required.

• Background in financial services, insurance or employer benefits industries including any knowledge of retirement plans and investments (1 year experience preferred);

• Comfortable speaking with people on the phone, positive attitude, and professional interpersonal skills;

• Project management experience with working on several projects with different timelines simultaneously;

• Strong attention to detail and organizational skills;

• Independent person able to problem solve and work well without oversight;

About HUB:

HUB International is a leading 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. At HUB, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. With over 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

Why Choose HUB?

At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

• are seeking a progressive work environment at a rapidly growing organization

• have a desire to help others protect their future

• have an entrepreneurial spirit and are challenged by the opportunity to grow the business

• are focused on learning and development to enhance your industry knowledge and expertise

• are a self-starter willing to invest time and energy to learn the technical aspects of our business

• believe in integrity and building success by developing relationships with others

The compensation range for this position is $55,000 to $63,000 annually depending on experience. This position offers a hybrid work schedule with 0 to 4 days per week in office. The posting end date is April 30, 2025. This may change depending on the volume of applicants.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

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

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.