Client Service Associate, Retirement - Bethesda, United States - Hub International

Hub International Bethesda, United States

1 week ago

Description

Join our Stevie Award Winning Team at HUB International

When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

In addition to winning the Gold Stevie Award for Employer of the Year, HUB is honored to be recognized by Insurance Business America as a Diversity, Equity & Inclusion (DEI) front-runner and one of Newsweek's America's Greatest Workplaces for Diversity in 2023.

Becoming a part of HUB means that you thrive in a diverse, entrepreneurial, and fast paced team environment supported by over 16,000 professionals in 500 offices across North America.

We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees.

As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices.

Our structure enables our teams to maintain their own unique, regional culture.

What You Bring:

You will be able to actively contribute to our track record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people.

As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB's entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent.

We currently have an opportunity for a Client Service Associate to join our Retirement and Private Wealth team in our Bethesda, MD office.

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 client service team and relationship managers in prepping and opening new accounts and other client account forms
Run reports and provide status updates to senior client service associate(s) on new account forms, confirming account transition, creating CRM profiles, etc.
Review processes and make suggestions to improve the client experience
Prepare for client meetings and follow-up after meetings, track and complete pending activities
Maintain and update client data, input updated values into appropriate planning and CRM software
Assist with firm and team goals and ad hoc reporting requests from the team
Prepare various reports for high net-worth clients
Assist with office wide projects
Use financial planning software (e.g. eMoney) to assist with preparation of plans

Qualifications:

Background in financial services, insurance, or employee benefits including any knowledge of retirement plans and investments (1 year experience preferred but not required)
Good understanding of financial planning concepts and terminology a plus, willingness to learn required
Exceptional customer service experience
Excellent verbal, written, analytical, and organizational skills
Proficiency with technology including Microsoft Office suite and CRM systems
Ability to interact with people across all levels of the business
Strong attention to detail

What We Offer You:

At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future.

HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity

Benefits you may enjoy working at HUB International Mid-Atlantic, Inc:

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

Employee Resource Groups and Voices of HUB Employee Groups:

All HUB employees have an opportunity to get personally involved in our efforts to be an inclusive company where everyone is heard, valued, respected and everyone can be their authentic selves.

An easy way to get involved is to join one of our Employee Resource Groups (ERGs) or one of the Voices of HUB Employee Groups.

Currently we have two ERGs:

HUB Women Network
HUB Black Inclusion Network

Our Voices of HUB Groups are:

Asian Pacific Islander Voices
Hispanic Voices
Native American/First Nation Voices
Pride Voices
Military Veterans/Military Spouses & Families Voices

Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy:

Talent - the attraction, recruitment, and hiring of the best diverse talent;
Culture - creating a culture of Inclusion and Belonging; and
Community - having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy.

Apply today

LI-AM

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel:
Negligible

Required Education:
High school or equivalent

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.

The EEO is the Law poster and its supplement is available here

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users.

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.

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