Client Associate

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 provide financial piece of mind and top of class solutions, investments, administration, and service. 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 :

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

QUALIFICATIONS & SKILLS :

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

LI-KP1

Department Account Management & ServiceRequired Experience : 1-2 years of relevant experienceRequired Travel : No Travel RequiredRequired 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.

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

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