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HUB International · 1 day ago

Client Service Associate

Austin, TX

Full-time

Hybrid

Entry Level

$26/hr - $28/hr

1+ years exp

HUB International is a global insurance and employee benefits broker, and they are seeking a Client Service Associate to support Financial Advisors by ensuring seamless operations and superior client service. The role involves managing client communications, assisting with account setup, and maintaining compliance with regulatory requirements to enhance the client experience.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Develop and maintain strong client relationships with a focus on retention and satisfaction

Support the onboarding of new clients by preparing and submitting all required documentation, including applications, disclosures, and account forms

Manage ongoing client communications by preparing and distributing account updates, statements, and other correspondence

Collect and organize client documents needed for financial planning, account servicing, or investment reviews

Schedule and coordinate client appointments, follow-ups, and advisor meetings with accuracy and professionalism

Operate effectively in a matrixed environment, supporting a diverse and complex portfolio of client relationships

Ensure timely and accurate execution of account transactions, including contributions, distributions, rollovers, and transfers

Participate in ongoing training and development through internal resources, team meetings, and compliance or practice management sessions

Assist in financial planning efforts by compiling data, maintaining planning software, and generating client-ready reports

Utilize CRM systems to record client interactions, manage follow-up tasks, and track key workflow milestones

Serve as a liaison with custodians, vendors, and internal departments to resolve account issues and ensure seamless service delivery

Safeguard all client and company information, maintaining confidentiality in line with firm and regulatory policies

Perform additional administrative or client service duties as needed to support advisor operations and client engagement

Qualification

Client relationship managementCRM platformsMicrosoft Office SuiteWealth management experienceAnalytical skillsVerbal communicationWritten communicationTeam collaborationAttention to detailProblem-solving