ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer:

Competitive salaries and benefits offeringsMedical/dental/vision insurance and voluntary insurance optionsHealth Savings Account funding401k matching programCompany paid Life and Short-Term Disability PlansSupplemental Life and Long-Term Disability OptionsComprehensive Wellness ProgramPaid Parental LeaveGenerous PTO Package - Vacation, Holiday, Sick, and Personal Time OffGreat work/life balance, because that’s important for all of us!Focus on creating a meaningful environment through employee engagement eventsThe ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!Growth potential - HUB is constantly growing and so can your career!A rewarding career that helps local businesses in the communityStrong community support and involvement through HUB Gives

SUMMARY:

This is an in-office position located out of Aiken, SC 29803

The Client Services Associate (CSA) helps deliver excellent service to clients and advisors. The CSA must understand all aspects of plan design, customer service, external reporting and internal procedures in order to build client relationships and solve problems proactively. You will be responsible for preparing client reviews and providing administrative support to the advisors to ensure our clients experience outstanding service.  The successful candidate must be a detail-oriented individual with exceptional organizational, communication and interpersonal skills.

This role requires frequent communication with the financial advisor, clients, and other investment companies and custodians. The ideal candidate will be positive, organized, detail-oriented, and motivated.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Maintains strong and effective relationships with clients, co-workers, vendors and other business contactsReview, organize, process & submit completed client paperwork to custodiansAssist in preparing client reviewsAssist with day-to-day client service requests; proactively resolve clients’ issues and concernsInteract with clients in person and over the phoneMaintain current client information in all existing databasesOrganize, scan, and maintain all new account paperwork and client requests into client filesAdministrative duties such as handling telephones, mailing applications, and submitting account maintenance formsComply with all industry rules, regulations and firm policiesPerform other duties as assigned

REQUIREMENTS:

Must be willing to be in-office most working days – 5130 Woodside Executive Ct, Aiken, SC 29803Ability to pass an extensive background check including credit check and fingerprinting is required.Bachelors degree or equivalent experience requiredBackground in financial services, insurance, or employee benefits including any knowledge of retirement plans and investments (1 year experience preferred)Exceptional customer service experienceComfortable speaking with people in group settings or on the phone, with a positive attitude, and professional interpersonal skillsProject management experience with working on several projects with different timelines simultaneouslyExcellent verbal, written, analytical, and organizational skillsAbility to interact with people across all levels of the businessSeries 6 license or willingness to complete is preferred but not requiredMicrosoft Office Suite experience

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

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.