Client Service Associate, Wealth Management - Potential for Hybrid Work

Join our Stevie Award Winning Team at HUB International!

When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

In addition to winning the Gold Stevie Award for Employer of the Year in 2023, HUB is honored to be recognized by Forbes as one of America’s Best Large Employers in 2024. HUB also won the Insurance Business America’s 5-Star Diversity, Equity, and Inclusion Award for the past two years. Becoming a part of HUB means that you have the opportunity to thrive in a diverse, entrepreneurial, and fast paced team environment supported by over 17,000 professionals in 600 offices across North America.

We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

What You Bring:

You will be able to actively contribute to our track record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB’s entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent.

We currently have an opportunity for a Client Service Associate - Wealth Management to join our Retirement and Private Wealth team in our Bethesda, MD 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 client service team and relationship managers in prepping and opening new accounts and other client account forms

Run reports and provide status updates to senior client service associate(s) on new account forms, confirming account transition, creating CRM profiles, etc.

Review processes and make suggestions to improve the client experience

Prepare for client meetings and follow-up after meetings, track and complete pending activities

Maintain and update client data, input updated values into appropriate planning and CRM software

Assist with firm and team goals and ad hoc reporting requests from the team

Prepare various reports for high net-worth clients

Assist with office wide projects

Use financial planning software (e.g. eMoney) to assist with preparation of plans

Qualifications:

Background in financial services, insurance, or employee benefits including any knowledge of retirement plans and investments (1 year experience preferred but not required)

Good understanding of financial planning concepts and terminology a plus, willingness to learn required

Exceptional customer service experience

Excellent verbal, written, analytical, and organizational skills

Proficiency with technology including Microsoft Office suite and CRM systems

Ability to interact with people across all levels of the business

Strong attention to detail

What We Offer You:

At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!

Benefits you may enjoy working at HUB International Mid-Atlantic, Inc:

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

Employee Resource Groups and Voices of HUB Employee Groups:

All HUB employees have an opportunity to get personally involved in our efforts to be an inclusive company where everyone is heard, valued, respected and everyone can be their authentic selves. An easy way to get involved is to join one of our Employee Resource Groups (ERGs) or one of the Voices of HUB Employee Groups.

Currently we have two ERGs:

HUB Women Network

HUB Black Inclusion Network

Our Voices of HUB Groups are:

Asian Pacific Islander Voices

Hispanic Voices

Native American/First Nation Voices

Pride Voices

Military Veterans/Military Spouses & Families Voices

Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy:

Talent – the attraction, recruitment, and hiring of the best diverse talent;

Culture - creating a culture of Inclusion and Belonging; and

Community - having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy.

Apply today!