The client service associate is a critical part of the HUB Investment Partners (HIP) team, responsible for delivering extraordinary client service, care and leadership. As one of the first associates a client connects with, the client service associate is instrumental in making sure clients have a positive experience that exceeds expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, being a leader amongst peers, have a strong attention to detail and want to be an important part of a growing team then this opportunity is for you. The successful associate will be professional, caring and genuinely demonstrate the highest level of client service.  

Responsibilities

Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate and direct client activities with other team members, and assist as necessaryResponsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as neededUnderstand the client’s overall business needs and help identify value-added services that HIP can provideWork in a matrixed environment and support a diversity of complex clients and relationshipsReview activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial resultsAttend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.Perform other duties as assigned

Qualifications

High school diploma required; bachelor’s degree preferred5+ years of client service experience or related business experienceWealth management experience preferred 

Skills and Knowledge

Demonstrates ability and success with problem solving; able to resolve issues without direct supervisionStrong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)Experience with eMoney a plusPositive attitude toward client relations to provide exceptional, proactive client serviceDemonstrated ability to manage multiple tasks and maintain the necessary attention to detailStrong verbal and written communication skills are essential to effective client relationshipsHighly organized with strong analytical skillsAble to work in a team environment

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.