Client Service Associate, Retirement - Potential for Hybrid Work

Join HUB International, a thriving community of entrepreneurs driven by purpose and passion. As a Client Service Associate, you will be responsible for preparing client reviews and providing administrative support to the advisor’s to ensure our clients experience outstanding service.

Requirements

• College degree
• Retirement plan designation through the National Association of Plan Sponsors (NAPA) or ability to obtain a designation after hire
• Experience in a client service administrative role; must have a passion for client service
• Financial services / retirement plans experience is required
• Proven ability to manage multiple projects, assignments and tasks in a timely fashion by prioritizing and organizing daily work activities
• Proficiency with Microsoft Office products
• Experience utilizing CRM systems and project management tools
• Superior organizational, planning and time management skills
• Excellent written, verbal communication, listening and thinking skills

Benefits

• 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