Client Service Associate, Retirement & Private Wealth

Client Services Associate

The Client Services Associate oversees the administration of client services, including contacting clients for account reviews, assisting with non-trade related client requests, and processing administrative client account changes. This role supports client review preparation, CRM and reporting processes, and day-to-day service activities while developing foundational knowledge of financial planning and the firm's value proposition.

• Acts as a liaison between clients and investment advisors.
• Oversees scheduling of clients for account reviews, in person or remotely.
• Prepares, submits, and follows up on new client paperwork.
• Performs administrative support for client investment accounts, including but not limited to distributions, beneficiary changes, and contact information updates.
• Maintains client records across various databases.
• Monitors and responds to client and vendor emails and phone calls.
• Assists investment advisors in preparation of materials for prospects and clients.
• Prepares client communication materials in collaboration with advisors.
• Maintains meeting documentation, notes, and internal follow-up items as directed.
• Contributes positively to a collaborative, respectful, and client-focused workplace environment.
• Participates in team meetings and supports shared goals and initiatives.
• Embraces, promotes, and supports the direction, values, and goals of HUB.
• Ensures a high level of customer service and client satisfaction through accuracy, responsiveness, and professionalism.
• Monitors office supplies and kitchen inventory and is responsible for replenishment.
• Provides coverage for other office employees when needed, related to non-trade investment activity only, through ongoing cross-training and collaboration.
• Must be able to maintain regular and predictable attendance.
• Other reasonable duties as assigned by your supervisor.

• Prior experience in a customer support role at a financial institution preferred.
• Excellent written and verbal communication skills.
• Superior customer service and problem-solving skills.
• Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook).
• Detail-oriented self-starter.
• Ability to work in a team environment.
• Significant skill in handling competing demands and projects.
• Excellent organizational skills and ability to prioritize and manage responsibility.
• Must be thorough, detail-oriented, and capable of working with confidential information.
• Ability to function independently with minimal supervision.

Some college (no degree) No Licensures or certifications required

Department:
Account Management & Service

Required Experience:

Less than 1 year of relevant experience

Required Travel:
No Travel Required

Required

Education:

Some college (no degree)

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.

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