Client Service Associate, Retirement & Private Wealth

HUB International; Seneca (SC); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

401k matching

Paid parental leave

Generous PTO

Job summary

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.

Qualifications

• Must have customer service experience, preferably in financial services.
• Excellent written and verbal communication skills.
• Strong customer service mindset and problem-solving abilities.
• Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook).
• Detail-oriented self-starter who can work in a team.
• Ability to manage competing demands and prioritize responsibilities.
• Strong organizational skills and ability to handle confidential information.

Responsibilities

• Liaise between clients and investment advisors.
• Schedule client account reviews, in person or virtual.
• Assist with client paperwork and non-trade requests.
• Support administrative tasks for client investment accounts, including distributions and beneficiary changes.
• Maintain client records across databases; monitor emails and calls.
• Prepare materials for advisors and clients; support meeting documentation.

Skills

Customer service

Written communication

Verbal communication

Teamwork

Organization

Problem-solving

Education

Some college (no degree)

Tools

Microsoft Office Suite

PowerPoint

Word

Excel

Outlook

Job description

## Client Service Associate, Retirement & Private WealthSolicitarremote type: Hybrid Workinglocations: Seneca, SCtime type: Full timeposted on: Publicado hoyjob requisition id: R0037750**About HUB International:**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* 401k matching program* Company paid Life and Short-Term Disability Plans* Supplemental Life and Long-Term Disability Options* Comprehensive Wellness Program* Paid Parental Leave* Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off* Great work/life balance, because that’s important for all of us!* Growth potential - HUB is constantly growing and so can your career!* Strong community support and involvement through HUB Gives**General Description:**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. **Essential Duties & Responsibilities:*** 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.**Work Experience & Education Requirements:*** 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 requiredDepartment Account Management & ServiceRequired Experience: Less than 1 year of relevant experienceRequired Travel: No Travel RequiredRequired 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.