Client Service Associate, Retirement - Potential Hybrid

Client Service Associate, Retirement – Potential for Hybrid Work

Join HUB International to apply for the Client Service Associate, Retirement – Potential for Hybrid Work role based in McLean, VA.

• 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 off‑site meetings.
• Maintain and update the Client Service Manual including key checklists and templates.
• Other responsibilities as assigned by Manager.

• College (bachelor's) 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 with a passion for client service.
• Financial services / retirement plans experience 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‑paced client‑service environment.

Our benefits are designed to support your well‑being, empower your growth, and set you up for a secure future. You may enjoy:

• Medical, Dental, Vision, and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA)
• 401(k) Savings Plan
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Flexible Spending Accounts (FSAs)
• Life and Disability Plans
• Long‑Term Care
• Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance, and many more!
• Low‑Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Comprehensive Onboarding
• Continuing Education
• Flexible Work Arrangements
• Dress for Your Day Dress‑Code

Account Management & Service

1–2 years of relevant experience

Negligible

Bachelor’s degree (4‑year degree)

Expected salary range for this position is $28.21 to $35.90 hourly and may be impacted by factors such as skills, experience, location, and business line.

Apply today!

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, veteran's status, or any other characteristic protected by local, state or federal laws.

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