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

HUB International•Rockville, MD

1d•$20 - $30

About The Position

At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. Explore your future with HUB International. Let’s grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits — HUB is the place for you. We currently have an opportunity for a Junior Client Service Associate to join our Retirement and Private Wealth team in our Rockville, MD office. The selected individual will provide temporary administrative support to the advisor team during the transition from Commonwealth Financial to LPL Financial. The successful candidate must be a detail-oriented individual with strong organizational and communication skills.

Requirements

Background in financial services, insurance, or employee benefits including any knowledge of retirement plans and investments (1 year experience preferred but not 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

Nice To Haves

Good understanding of financial planning concepts and terminology a plus, willingness to learn required

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

Benefits

Medical, Dental, Vision and Prescription Drug Coverage
Health Plan Reimbursement Program
Health Savings Account (HSA)
401(k) Savings Plan
Employee Assistance Program (EAP)
Comprehensive Wellness Program
Flexible Spending Accounts (FSAs)
Life and Disability Plans
Long-Term Care
Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
Low-Cost Loan Program and Student Loan Resources
Vacation, Holiday, Sick, and Personal Time Off
Comprehensive Onboarding
Continuing Education
Flexible Work Arrangements
Dress for Your Day Dress-Code
Culture & Belonging Employee Networks: At HUB, inclusion isn’t just a core value — it’s a shared commitment. We’re building a workplace where every voice is heard, every person is respected, and everyone can show up as their authentic self.
HUB Women Network
HUB Black Inclusion Network
Asian Pacific Islander Network
Hispanic Network
HUB Young Professional Enrichment (HYPE)
Indigenous Network
Pride Network
Military Veterans/Military Spouses & Families Network
Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy: Talent – the attraction, recruitment, and hiring of the best diverse talent; Culture – creating a culture of Inclusion and Belonging; and Community – having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy.