- 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
- 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
- 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
- HUB Women Network
- HUB Black Inclusion Network
- Asian Pacific Islander Voices
- Hispanic Voices
- Native American/First Nation Voices
- Pride Voices
- Military Veterans/Military Spouses & Families Voices
- 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.
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Client Service Associate, Retirement - Bethesda, United States - HUB International
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.
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.
Job Responsibilities:
Qualifications:
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.
Benefits you may enjoy working at HUB International Mid-Atlantic, Inc:
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:
Our Voices of HUB Groups are:
\*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.
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.
Hi, we're HUB.In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected - through unrelenting advocacy and tailored insurance solutions that put you in control.
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.
From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.
For more information, please visit
