Client Service Associate

Hub International Insurance•Austin, TX

32d•$26 - $28•Hybrid

About The Position

The Client Service Associate provides essential support to the Financial Advisor by ensuring seamless day-to-day operations, superior client service, and efficient administrative workflow. This role is responsible for managing client communications, assisting with account setup and maintenance, preparing meeting materials, and ensuring compliance with regulatory requirements. By maintaining accurate records, coordinating schedules, and supporting both the advisor and clients, the Client Service Associate plays a critical role in delivering a high-quality client experience and supporting the overall growth and success of the advisory practice. We are the perfect fit if you: Enjoy team collaboration Thrive in a healthy company culture that recognizes success Want to learn and grow your current skill set Are seeking a progressive work environment at a rapidly growing organization Have a desire to help others protect their future Have an entrepreneurial spirit and are challenged by the opportunity to grow the business Are focused on learning and development to enhance your industry knowledge and expertise Are a self-starter willing to invest time and energy to learn the technical aspects of our business Believe in integrity and building success by developing relationships with others

Requirements

1-2 years of client service experience or related business experience
Proven ability to identify and resolve problems independently, with minimal supervision
Proficient in Microsoft Office Suite and CRM platforms, with strong overall computer skills
Maintains a positive, client-focused attitude and delivers proactive, high-quality service
Skilled at managing multiple priorities while maintaining strong attention to detail
Excellent verbal and written communication skills, essential for effective client interaction
Highly organized with strong analytical and critical thinking abilities
Collaborative team player who thrives in a supportive and fast-paced environment
Associate degree (2-year degree)

Nice To Haves

Some College Experience preferred
Wealth management experience preferred

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