Client Service Associate, Retirement & Private Wealth

Superior customer service and problem-solving skills.

Department Account Management & Service

At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer:

Medical/dental/vision insurance and voluntary insurance options

Health Savings Account funding

401k matching program

Company paid Life and Short-Term Disability Plans

Acts as a liaison between clients and investment advisors.

Oversees scheduling of clients for account reviews, in person or remotely.

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.

investment advisors in preparation of materials for prospects and clients.

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

What We Offer You:

At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer:

Competitive salaries and benefits offerings

Medical/dental/vision insurance and voluntary insurance options

Health Savings Account funding