Wealth Operations & Client Experience Associate

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

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.