Client Service Associate, Retirement Plans & Financial Wellness - Potential for Hybrid Work

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 in 2023, HUB is honored to be recognized by Forbes as one of America’s Best Large Employers in 2024.

HUB also won the Insurance Business America’s 5-Star Diversity, Equity, and Inclusion Award for the past two years. Becoming a part of HUB means that you have the opportunity to thrive in a diverse, entrepreneurial, and fast paced team environment supported by over 17,000 professionals in 600 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 - Retirement Plans & Financial Wellness to join our Retirement and Private Wealth team in our Bethesda, MD & McLean, VA 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 :

Work closely with our Client Service Team, including Directors, Advisors, and Relationship Managers, on client service items, including : Maintaining, monitoring, and updating the Customer Relationship Management (CRM) software.

Coordinating and preparing CRM reports on a regular basis and ad hoc reports as requested by advisory team.Under manager’s direction, preparing client reports, correspondence, spreadsheets, agendas, memos and forms.

Preparing, printing, and organizing documents for client meetings, as well as uploading finalized reports to iPads.Responding to incoming client and advisor requests as needed.

Assist with scheduling meetings for the advisory team as requested.

Assist our Financial Wellness Team with items such as : Preparing materials for financial wellness and employee education events and presentations.

Maintaining, monitoring, and updating the financial wellness Customer Relationship Management (CRM) softwareTracking Financial Wellness program participation by client and monitoring quantitative and qualitative data to help determine the program’s success.

• Assist with firm and team goals and ad hoc reporting requests from the team
• Assist with office wide projects

Our ideal candidate :

• Driven to provide an exceptional level of service
• Is a self-starter, takes initiative, does things because they make sense and will help
• Is passionately committed to helping others and enjoys working closely with a team
• Takes pride in their work, and is willing to do what it takes to get the job done
• Is accountable, takes responsibility and ownership for work
• Demonstrates strong, seamless follow through, no reminders needed
• Is committed to learning and understanding our business

Qualifications :

• Background in financial services or employee benefits including any knowledge of retirement plans and investments preferred, but not 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
• Strong communication and interpersonal skills

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 & ServiceRequired Experience : 1-2 years of relevant experienceRequired Travel : NegligibleRequired 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 at.

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