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Hybrid Client Services Associate - Retirement & Private Wealth
Job in
Seneca, Oconee County, South Carolina, 29672, USA
Listed on 2026-07-31
Listing for:
HUB International
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Job Description & How to Apply Below
HUB International is seeking a Client Services Associate for Retirement & Private Wealth in Seneca, SC. The role provides client service support, processes account paperwork, and assists investment advisors with materials and reporting.
The position emphasizes accuracy, confidentiality, and high service levels. Candidates should have customer service experience in finance, strong communication skills, and proficiency with Microsoft Office.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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