Wealth Advisor Services Associate

## Wealth Advisor Services Associate Apply remote type:
Hybrid Working locations:
Austin, TXtime type:
Full time posted on:
Posted Todayjob requisition :
R0036868
*
* Job Title:

** Wealth Advisor Services Associate
** Seniority Level:
** Associate
* * Comp:** $26.00-$30.00 per hour + 6% yearly discretionary bonus
** Location**:  900 S Capital of TX Hwy, Austin, TX
** Workplace Type:
** Hybrid
*
* Employment Type:

** Full Time
*
* About Us:

** HUB is a 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.
** 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 Wealth Advisor Services Associate is an integral part of the HUB Investment Partners (HIP) team, responsible for delivering a seamless client and advisor experience across all operational and service functions. This role requires strong attention to detail, the ability to manage multiple priorities in a fast-paced environment, and a thorough understanding of custodial and investment operations. The ideal candidate is highly organized, proactive, and committed to excellence in both client service and back-office execution.
** We are the perfect fit if you:
*** Enjoy team collaboration
* Thrive in a healthy company culture that recognizes success
* Want to learn and grow your current skill set
* 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
*
* Duties and responsibilities:

*** Manage the end-to-end account onboarding and offboarding process, including preparation and submission of new account documentation, Docusign workflows, and custodial account setup.
* Process and coordinate cashiering requests including wire transfers, ACH, journals, and distributions across custodial platforms.
* Support alternative investments operations, including subscription document preparation, capital call coordination, and investor statement management.
* Serve as a liaison between advisors, clients, and custodians to ensure timely resolution of service requests and account-level issues.
* Maintain accurate and up-to-date client records across CRM and portfolio accounting systems, including account data, contact information, and relationship details.
* Coordinate and track client and advisor action items to ensure thorough follow-through and documentation.
* Support compliance workflows including documentation collection, record retention, and preparation of regulatory communications.
* Assist with performance reporting and client meeting preparation in coordination with advisors and the operations team.
* Participate in the development and maintenance of operational workflows, identifying opportunities to improve efficiency and reduce client friction.
* Support technology platforms used by the team including Orion, Right Capital, Click Up, Microsoft Dynamics, and custodial portals.
* Attend and participate in team meetings, training, and learning opportunities to stay current on industry practices, compliance requirements, and firm procedures.
* Perform other duties as assigned.
*
* Preferred Qualifications:

*** High school diploma required; bachelor's degree preferred.
* 2+ years of experience in wealth management, financial services, or a related operations role preferred.
* Prior experience with custodial platforms in a wealth management or RIA environment a plus.
** Skills and Knowledge:
*** Strong working knowledge of custodial operations…