Advisory Service Associate

HUB International•Indianapolis, IN

About The Position

As the Advisory Service Associate within the Indianapolis-based HUB Retirement & Private Wealth (RPW) Midwest-East region, you will play a critical role in supporting our internal teams to deliver exceptional service to wealth management clients. In this position, you will serve as a key point of contact, interacting with clients, advisors, consultants, and other partners to provide client-centric, solutions-oriented support. Follow-up and follow-through are the cornerstones of keeping our promises to our clients — and this role is built around that commitment. You will have the opportunity to collaborate across all functions within our regional RPW office, gaining broad exposure to wealth management and financial planning while directly contributing to an outstanding client experience.

Requirements

1+ years of business or experience
Bachelor's degree or equivalent
Must be detailed oriented
Computer Software: Excel - Enter, manipulate, and format text and numerical data; insert, delete, and manipulate cells, rows, and columns; and create and save worksheets, charts, and graphs
Word - Type text, insert pictures, format, edit, print, save, and retrieve word processing documents.
PowerPoint - Create presentations, format templates, add pictures, videos and hyperlinks
Adobe - Create and edit pdf documents
Outlook - Manage calendar, task, email, etc.

Responsibilities

Assist with personal wealth client reviews, including preparation of meeting materials, account summaries, and performance reports
Assist with investment analytics, reporting, and portfolio analysis to support advisory recommendations
Assist in annual compliance reporting processes and ensure adherence to regulatory requirements
Prepare, review, and process required documents to ensure all account activities are executed accurately, including necessary research, follow-through, and resolution of outstanding items
Attend client meetings as needed, capturing action items and coordinating post-meeting follow-up
Manage correspondence, appointment scheduling, confirmations, and ongoing client communication in a timely and professional manner
Maintain and update client records in CRM and financial planning systems to ensure data integrity
Operate and maintain proficiency across internal tools, software platforms, and multiple recordkeeping systems
Effectively manage all tasks, deadlines, and workflows associated with client service responsibilities
Stay current on financial services industry trends, regulatory changes, products, and available resources
Support the onboarding process for new client accounts, including document collection, account setup, and welcome communications
Cross-train with peers and provide backup support and coverage across retirement plan education and wealth management functions
Assist with reporting, data collection, and analysis to support team and business objectives
Document internal processes and procedures to promote consistency and operational efficiency
Identify and communicate opportunities for process improvement and operational development
Coordinate with internal departments, including retirement plan services, insurance, and tax planning, to deliver comprehensive client solutions
Provide miscellaneous administrative and operational support as needed to retirement plan education and walth teams