Client Service Associate, Retirement - Potential Hybrid

Position: Client Service Associate, Retirement - Potential for Hybrid Work
** Discover a Career That Empowers You — Join HUB International!
** At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people.

Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team.

As one of the world’s largest insurance brokers — and a proud
* Stevie Award-winning workplace* — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 19,000 professionals across 650 offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation.
** Explore your future with HUB International. Let’s grow together.
** If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits —
** HUB is the place for you.
** We currently have an opportunity for a
** Client Service Associate
** to join our Retirement and Private Wealth team in our
** McLean, VA
** office.

The selected individual will be responsible for preparing client reviews and providing administrative support to the advisor’s to ensure our clients experience outstanding service.  The successful candidate must be a detail-oriented individual with exceptional organizational, communication and interpersonal skills.
*
* Job Responsibilities:

*** Support the onboarding of new clients including creating client profiles, scheduling kick-off calls and meetings, collecting key documents, setting up files, and updating the CRM system.
* Maintain the master calendar of client deliverables per the service plan and project management tracking system.
* Schedule upcoming client activities including committee meetings and annual reviews.
* Assist team members in preparing for upcoming client meetings including creating agendas, handouts, reports, loading iPads, and other key materials including meeting templates.
* Ensure that proper client meeting notes are received, reviewed, filed, and notable action items are scheduled and/or assigned.
* Support the process of invoicing clients as required per the written agreement.
* Follow up on outstanding action items and issues with internal teams until completed or resolved.
* Assist with the daily activities of the Client Services Director.
* Assist with research and special projects.
* Coordinate activities with third party vendors and business partners.
* Track key metrics for client annual report cards.
* Generate internal reports.
* Keep client contact information up to date.
* Attend weekly staff meetings and quarterly offsite meetings.
* Maintain and update the Client Service Manual including key checklists and templates.
* Other responsibilities as assigned by Manager.
*
* Qualifications:

*** College degree.
* Retirement plan designation through the National Association of Plan Sponsors (NAPA) or ability to obtain a designation after hire.
* Experience in a client service administrative role; must have a passion for client service.
* Financial services / retirement plans experience is required.
* Proven ability to manage multiple projects, assignments and tasks in a timely fashion by prioritizing and organizing daily work activities.
* Proficiency with Microsoft Office products.
* Experience utilizing CRM systems and project management tools.
* Must have superior organizational, planning and time management skills.
* Excellent written, verbal communication, listening and thinking skills.
* Must take the initiative to ask questions, recommend changes and improve operational efficiency.
* Proven ability to work in a fast pace client service environment.
*
* What We Offer You:

** At HUB International, we’re invested in your success —…