Client Service Associate, Wealth Management - Potential for Hybrid Work

50160 Hub International Mid-Atlantic Inc.; Rockville (MD); Hybrid; USD 35,000 - 46,000; Full time

Benefits offered by this job

Medical insurance

Dental coverage

401(k) Savings Plan

Life and Disability insurance

Vacation and PTO

Flexible Work Arrangements

Job summary

HUB International in Rockville, MD is seeking a Client Service Associate to join our Retirement and Private Wealth team on a hybrid schedule. You will prepare client reviews, provide administrative support to advisors, and ensure outstanding client service.

The role requires detail orientation, strong organization, and excellent communication skills. As part of HUB International, you will support onboarding, calendar management, meeting preparation, and coordination with vendors.

Qualifications

• Bachelor’s degree or higher; college degree required.
• Experience in a client service administrative role; passion for client service.
• Financial services / retirement plans experience is required.
• Familiarity with CRM systems and project management tools.
• Experience with Microsoft Office products.

Responsibilities

• Onboard new clients: create profiles, schedule calls, collect documents, update CRM.
• Maintain master calendar of client deliverables.
• Schedule client activities and annual reviews.
• Prepare for client meetings: agendas, handouts, reports, iPads.
• Assist with quotes, applications, and life/long-term care policies.
• Ensure client meeting notes are captured and actions tracked.
• Support invoicing as per the written agreement.
• Follow up on open items with internal teams until resolved.
• Assist with daily advisor/manager activities.
• Coordinate with third‑party vendors and business partners.
• Track metrics for client annual reports.
• Generate internal reports.
• Keep client contact information up to date.
• Attend weekly staff meetings and quarterly offsite meetings.
• Maintain Client Service Manual and checklists.

Skills

Client service focus

Communication skills

Prioritization

Organization

Teamwork

Education

College degree

Tools

CRM systems

Microsoft Office

Project management tools

Job description

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here. Discover a Career That Empowers You - Join HUB International

At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it. In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve.

We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America. We bring together the resources of a global firm and the agility of a regional team, giving you the tools, support, and community you need to grow throughout your career. Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a specialized practice area, you will find that your voice matters here. Your work has purpose. And your potential has no ceiling.

We would love for you to explore what is possible at HUB International.

We currently have an opportunity for a Client Service Associate to join our Retirement and Private Wealth team in our Rockville, MD office on a hybrid work schedule. 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 the onboarding of new clients including creating client profiles, scheduling kick‑off calls and meetings, collecting key documents, setting up files, and updating the CRM system.
• Maintain the master calendar of client deliverables per the service plan and project management tracking system.
• Schedule upcoming client activities including committee meetings and annual reviews.
• Assist team members in preparing for upcoming client meetings including creating agendas, handouts, reports, loading iPads, and other key materials including meeting templates.
• Assist advisor and department manager with quotes, applications, implementation and servicing of life, disability, and long‑term care policies.
• Ensure that proper client meeting notes are received, reviewed, filed, and notable action items are scheduled and/or assigned.
• Support the process of invoicing clients as required per the written agreement.
• Follow up on outstanding action items and issues with internal teams until completed or resolved.
• Assist with the daily activities of the advisor and department manager.
• Assist with research and special projects.
• Coordinate activities with third‑party vendors and business partners.
• Track key metrics for client annual report cards.
• Generate internal reports.
• Keep client contact information up to date.
• Attend weekly staff meetings and quarterly offsite meetings.
• Maintain and update the Client Service Manual including key checklists and templates.
• Other responsibilities as assigned by Manager.

Qualifications

• College degree.
• Retirement plan designation through the National Association of Plan Sponsors (NAPA) or ability to obtain a designation after hire.
• Experience in a client service administrative role; must have a passion for client service.
• Financial services / retirement plans experience is required.
• Familiarity with LPL Financial is a plus.
• Proven ability to manage multiple projects, assignments and tasks in a timely fashion by prioritizing and organizing daily work activities.
• Proficiency with Microsoft Office products.
• Experience utilizing CRM systems and project management tools.
• Must have superior organizational, planning and time management skills.
• Excellent written, verbal communication, listening and thinking skills.
• Must take the initiative to ask questions, recommend changes and improve operational efficiency.
• Proven ability to work in a fast pace client service environment.

What We Offer You

At HUB International, we are invested in your success - both inside and outside of work. Our benefits are designed to support your well‑being, fuel your growth, and help you build a secure future. We believe that when our people thrive, our clients and communities do too. We are committed to continuous learning and career momentum. Whether you are just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you move forward with confidence.

Benefits you may enjoy as part of the HUB International Mid-Atlantic team:

• Medical, Dental, Vision, and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
• 401(k) Savings Plan
• Life and Disability Plans
• Long‑Term Care
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
• Low‑Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Flexible Work Arrangements
• Dress for Your Day PolicyComprehensive Onboarding and Continuing Education

The expected salary range for this position is $25.64 per hour - $33.33 per hour and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.

HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

*LI-AM What we offer you We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements. Competitive pay with comprehensive health benefits, retirement savings matching, and company‑paid life and disability plans Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance A collaborative, high‑performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career The HUB difference HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

Equal Employment Opportunity

HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations

HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify

HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.