This job has closed.

HUB International · 1 day ago

Part-Time Junior Client Service Associate, Retirement and Private Wealth

Rockville, MD

Full-time, Part-time

Hybrid

Entry Level

$20/hr - $30/hr

1+ years exp

HUB International is a leading insurance brokerage firm dedicated to providing insurance, retirement, and wealth management services. They are seeking a Junior Client Service Associate to support their Retirement and Private Wealth team by providing administrative assistance during a transition period, ensuring accuracy and completeness of client accounts.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Set up all clients with Account View

Network all direct business accounts to client households

Prepare new account paperwork for transitioning clients

Audit files at LPL for each client to ensure accuracy and completeness

Prepare broker change forms for direct business accounts at American Funds

Review and process transition-related paperwork; ensure all required forms are completed fully and accurately

Run reports and provide status updates on account transitions and new account forms

Maintain and update client data in CRM software as accounts transition

Assist with other transition-related tasks and ad hoc reporting requests as needed

Qualification

Customer service experienceOrganizational skillsFinancial services backgroundFinancial planning knowledgeMicrosoft Office proficiencyCRM systems knowledgeAnalytical skillsAttention to detailCommunication skills

Required

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

Less than 1 year of relevant experience

High school or equivalent