Client Service Associate, Wealth Management - Potential for Hybrid Work

HUB International•Rockville, MD

5d•$26 - $33•Hybrid

About The Position

HUB International is hiring a Client Service Associate for its Retirement and Private Wealth team in the Rockville, Maryland office. The role is described as having a hybrid work schedule and focuses on preparing client reviews and providing administrative support to advisors so clients receive outstanding service. The successful candidate will be detail-oriented and have strong organizational, communication, and interpersonal skills. The position supports client onboarding and ongoing service delivery, including maintaining client records and calendars, coordinating meetings, preparing meeting materials, tracking action items and service metrics, supporting policy quotes and servicing, and assisting with invoicing and reporting. The associate also coordinates with internal teams, third-party vendors, and business partners; maintains the Client Service Manual; and assists advisors and the department manager with daily work and special projects. HUB describes its workplace as collaborative and growth-oriented, with training, licensing support, continuing education, and development opportunities. The stated hourly salary range is $25.64–$33.33. Compensation may depend on skills, experience, work location, and the position’s business line, scope, and level.

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 and a passion for client service.
Financial services or retirement plans experience is required.
Ability to manage multiple projects, assignments, and tasks in a timely manner by prioritizing and organizing daily work.
Proficiency with Microsoft Office products.
Experience using CRM systems and project management tools.
Strong organizational, planning, and time-management skills.
Excellent written and verbal communication, listening, and thinking skills.
Initiative to ask questions, recommend changes, and improve operational efficiency.
Ability to work in a fast-paced client service environment.

Nice To Haves

Familiarity with LPL Financial.

Responsibilities

Support onboarding of new clients by creating profiles, scheduling kickoff calls and meetings, collecting documents, setting up files, and updating the CRM system.
Maintain the master calendar of client deliverables according to service plans and project management tracking systems.
Schedule client activities, including committee meetings and annual reviews.
Prepare for client meetings by creating agendas, handouts, and reports, loading iPads, and preparing templates and other materials.
Assist the advisor and department manager with quotes, applications, implementation, and servicing of life, disability, and long-term care policies.
Ensure client meeting notes are received, reviewed, and filed, and schedule or assign notable action items.
Support client invoicing as required by written agreements.
Follow up with internal teams on outstanding action items and issues until they are completed or resolved.
Assist with the daily activities of the advisor and department manager.
Assist with research and special projects.
Coordinate activities with third-party vendors and business partners.
Track metrics for client annual report cards.
Generate internal reports.
Keep client contact information up to date.
Attend weekly staff meetings and quarterly offsite meetings.
Maintain and update the Client Service Manual, including checklists and templates.
Perform other responsibilities as assigned by the manager.

Benefits

Medical, dental, vision, and prescription drug coverage.
Health Plan Reimbursement Program.
Health Savings Account (HSA) and Flexible Spending Accounts (FSAs).
401(k) savings plan; the broader benefits description mentions retirement savings matching.
Life and disability plans, including company-paid life and disability plans in the broader benefits description.
Long-term care coverage.
Employee Assistance Program (EAP).
Comprehensive wellness program.
Identity theft protection, group legal, accident, critical illness, and pet insurance.
Low-cost loan program and student loan resources.
Vacation, holiday, sick, and personal time off; the broader benefits description also mentions paid parental leave.
Flexible work arrangements.
Dress for Your Day policy.
Comprehensive onboarding and continuing education; the broader description also mentions structured training, licensing support, and ongoing development opportunities.
Potential eligible bonuses, equity, and commissions for some positions.