Retirement & Wealth Client Service Associate

Hub International; 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

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.