- Perform administrative duties that support Financial Advisors in daily practice, including coordinating and preparing meeting materials
- Communicate with both clients and internal staff to resolve account-related issues
- Oversee new and existing account paperwork and service requests, including account transfers
- Direct client contributions and distributions via ACH/wire/check
- Administer recordkeeping across multiple systems
- Manage alternative asset reporting and data entry
- Perform compliance and business reporting
- Other projects as assigned by manager
- Bachelor's degree
- Prior experience in financial services field preferred
- Prior experience with Custodial and Orion platforms
- Strong communication skills
- Detail-oriented
- Microsoft Office/Windows 10 experience
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Client Associate - Austin, United States - HUB International
Description
About Us:
HUB is the 5th 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 18,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
MISSION STATEMENT:
We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States.
We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team.
BRIEF DESCRIPTION / OVERVIEW :
We are looking for a Client Associate. You will assist wealth managers and financial planners in preparing and processing paperwork to open and maintain client accounts.
You will resolve any account related issues that occur, process distributions and contributions to client accounts by either check or electronic means.
Daily responsibilities include, but are not limited to, performing essential tasks related to delivering exceptional service to a client, preparing paperwork, managing account transfer, recordkeeping, data entry and communicating with custodians, advisors, client.
RESPONSIBILITIES
:
QUALIFICATIONS & SKILLS
:
\#LI-KP1
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel:
No Travel Required
Required Education:
Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity and affirmative action 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.
EEOAA Policy
E-Verify Program
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If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
