Client Service Associate, Retirement & Private Wealth

HUB International•Seneca, SC

10d•Onsite

About The Position

The Client Services Associate oversees the administration of client services, including contacting clients for account reviews, assisting with non-trade related client requests, and processing administrative client account changes. This role supports client review preparation, CRM and reporting processes, and day-to-day service activities while developing foundational knowledge of financial planning and the firm’s value proposition.

Requirements

Prior experience in a customer support role at a financial institution preferred.
Excellent written and verbal communication skills.
Superior customer service and problem-solving skills.
Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook).
Detail-oriented self-starter.
Ability to work in a team environment.
Significant skill in handling competing demands and projects.
Excellent organizational skills and ability to prioritize and manage responsibility.
Must be thorough, detail-oriented, and capable of working with confidential information.
Ability to function independently with minimal supervision.

Responsibilities

Acts as a liaison between clients and investment advisors.
Oversees scheduling of clients for account reviews, in person or remotely.
Prepares, submits, and follows up on new client paperwork.
Performs administrative support for client investment accounts, including but not limited to distributions, beneficiary changes, and contact information updates.
Maintains client records across various databases.
Monitors and responds to client and vendor emails and phone calls.
Assists investment advisors in preparation of materials for prospects and clients.
Prepares client communication materials in collaboration with advisors.
Maintains meeting documentation, notes, and internal follow-up items as directed.
Contributes positively to a collaborative, respectful, and client-focused workplace environment.
Participates in team meetings and supports shared goals and initiatives.
Embraces, promotes and supports the direction, values and goals of HUB.
Ensures a high level of customer service and client satisfaction through accuracy, responsiveness, and professionalism.
Monitors office supplies and kitchen inventory and is responsible for replenishment.
Provides coverage for other office employees when needed, related to non-trade investment activity only, through ongoing cross-training and collaboration.
Must be able to maintain regular and predictable attendance.
Other reasonable duties as assigned by your supervisor.