Wealth Advisor Services Associate - RPW

HUB International; Austin (TX); Hybrid; USD 54,000 - 62,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

401(k) plus match

Company Paid STD

Life Insurance

par parental leave

Job summary

HUB International is seeking a Wealth Advisor Services Associate in Austin, TX. The role supports end-to-end account onboarding, custodian operations, and client-advisor coordination within HIP, driving efficient back-office execution.

Ideal candidates bring 2+ years in wealth management operations, familiarity with custodial platforms, and strong detail orientation. Hybrid work, full-time schedule, and ongoing learning opportunities are offered by HUB Retirement & Private Wealth.

Qualifications

• Strong knowledge of custodial operations and account administration.
• Proficiency with Microsoft Office Suite and document management tools.
• Experience with CRM and portfolio management platforms (Orion and Microsoft Dynamics a plus).
• Excellent attention to detail and ability to manage multiple tasks.
• Strong verbal and written communication skills.
• Ability to work independently and collaboratively in a team.
• Client-first mindset with proactive problem-solving.

Responsibilities

• Manage end-to-end account onboarding and offboarding.
• Process cashiering requests across custodial platforms.
• Support alternative investments operations and investor statements.
• Liaise between advisors, clients, and custodians for timely resolutions.
• Maintain accurate client records in CRM and portfolio systems.
• Coordinate and track client and advisor action items.
• Support compliance workflows and regulatory communications.
• Assist with performance reporting and client meeting prep.

Skills

Custodial operations

Office suite proficiency

CRM & portfolio platforms

Attention to detail

Communication skills

Independent & team work

Client-focused problem solving

Education

Bachelor's degree

High school diploma

Tools

Orion

Microsoft Dynamics

ClickUp

RightCapital

Job description

Job Title: Wealth Advisor Services Associate

Seniority Level: Associate

Comp: $26.00-$30.00 per hour + 6% yearly discretionary bonus

Location: 900 S Capital of TX Hwy, Austin, TX

Workplace Type: Hybrid

Employment Type: Full Time

About Us

HUB is a 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.

About HUB Retirement & Private Wealth (RPW)

We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

Job Purpose

The Wealth Advisor Services Associate is an integral part of the HUB Investment Partners (HIP) team, responsible for delivering a seamless client and advisor experience across all operational and service functions. This role requires strong attention to detail, the ability to manage multiple priorities in a fast-paced environment, and a thorough understanding of custodial and investment operations. The ideal candidate is highly organized, proactive, and committed to excellence in both client service and back-office execution.

We Are The Perfect Fit If You

• Enjoy team collaboration
• Thrive in a healthy company culture that recognizes success
• Want to learn and grow your current skill set
• Are seeking a progressive work environment at a rapidly growing organization
• Have a desire to help others protect their future
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• Are focused on learning and development to enhance your industry knowledge and expertise
• Are a self-starter willing to invest time and energy to learn the technical aspects of our business
• Believe in integrity and building success by developing relationships with others

Duties And Responsibilities

• Manage the end-to-end account onboarding and offboarding process, including preparation and submission of new account documentation, Docusign workflows, and custodial account setup.
• Process and coordinate cashiering requests including wire transfers, ACH, journals, and distributions across custodial platforms.
• Support alternative investments operations, including subscription document preparation, capital call coordination, and investor statement management.
• Serve as a liaison between advisors, clients, and custodians to ensure timely resolution of service requests and account-level issues.
• Maintain accurate and up-to-date client records across CRM and portfolio accounting systems, including account data, contact information, and relationship details.
• Coordinate and track client and advisor action items to ensure thorough follow-through and documentation.
• Support compliance workflows including documentation collection, record retention, and preparation of regulatory communications.
• Assist with performance reporting and client meeting preparation in coordination with advisors and the operations team.
• Participate in the development and maintenance of operational workflows, identifying opportunities to improve efficiency and reduce client friction.
• Support technology platforms used by the team including Orion, RightCapital, ClickUp, Microsoft Dynamics, and custodial portals.
• Attend and participate in team meetings, training, and learning opportunities to stay current on industry practices, compliance requirements, and firm procedures.
• Perform other duties as assigned.

Preferred Qualifications

• High school diploma required; bachelor's degree preferred.
• 2+ years of experience in wealth management, financial services, or a related operations role preferred.
• Prior experience with custodial platforms in a wealth management or RIA environment a plus.

Skills And Knowledge

• Strong working knowledge of custodial operations and account administration processes.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, Teams) and document management tools.
• Experience with CRM and portfolio management platforms; familiarity with Orion and Microsoft Dynamics a plus.
• Exceptional attention to detail and ability to manage multiple tasks simultaneously.
• Strong verbal and written communication skills.
• Ability to work independently and collaboratively in a team environment.
• Client-first mindset with a proactive approach to problem-solving and follow-through.

Working Conditions

Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available.

Compensation

• $26.00-$30.00 per hour
• 6% yearly discretionary bonus

Featured Benefits

• Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
• Monday-Friday (8am-5pm)
• 2 weeks of vacation, sick leave, floating holiday’s

Travel: No Travel required

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year 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.

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