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Wealth Management Client Services Associate — Hybrid
Job in
Rockville, Montgomery County, Maryland, 20849, USA
Listed on 2026-08-17
Listing for:
HUB International
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services
Job Description & How to Apply Below
HUB International, a leading global insurance broker, seeks a Client Service Associate for Retirement and Private Wealth in Rockville, MD on a hybrid schedule. You will prepare client reviews, support advisors, and manage administrative tasks to ensure exceptional service.
The role requires a college degree, retirement plan designation or ability to obtain one, and experience in client service within financial services.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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