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Full-Time

RPW Client Services Associate

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consumer Software
Fintech

Junior

North Augusta, SC, USA

In-office position at 5130 Woodside Executive Ct, Aiken, SC 29803, requiring presence most working days.

Category
Customer Support
Customer Success & Support
Required Skills
Customer Service
Requirements
  • Must be willing to be in-office most working days – 5130 Woodside Executive Ct, Aiken, SC 29803
  • Ability to pass an extensive background check including credit check and fingerprinting is required.
  • Bachelors degree or equivalent experience required
  • Background in financial services, insurance, or employee benefits including any knowledge of retirement plans and investments (1 year experience preferred)
  • Exceptional customer service experience
  • Comfortable speaking with people in group settings or on the phone, with a positive attitude, and professional interpersonal skills
  • Project management experience with working on several projects with different timelines simultaneously
  • Excellent verbal, written, analytical, and organizational skills
  • Ability to interact with people across all levels of the business
  • Series 6 license or willingness to complete is preferred but not required
  • Microsoft Office Suite experience
Responsibilities
  • Maintains strong and effective relationships with clients, co-workers, vendors and other business contacts
  • Review, organize, process & submit completed client paperwork to custodians
  • Assist in preparing client reviews
  • Assist with day-to-day client service requests; proactively resolve clients’ issues and concerns
  • Interact with clients in person and over the phone
  • Maintain current client information in all existing databases
  • Organize, scan, and maintain all new account paperwork and client requests into client files
  • Administrative duties such as handling telephones, mailing applications, and submitting account maintenance forms
  • Comply with all industry rules, regulations and firm policies
  • Perform other duties as assigned

Company Stage

N/A

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • HUB's strategic leadership appointments, like Tim DeSett and Lauren Melzer, indicate a strong focus on growth and innovation.
  • The company's continuous expansion through acquisitions suggests robust financial health and a commitment to broadening its service offerings.
  • HUB's emphasis on personalized solutions, such as the clinical informatics resources for employee benefits, enhances its appeal to a diverse client base.

What critics are saying

  • Frequent acquisitions may lead to integration challenges and potential cultural clashes within the organization.
  • The competitive insurance brokerage landscape requires HUB to continuously innovate to maintain its market position.

What makes HUB unique

  • HUB International's aggressive acquisition strategy, including recent purchases of Wade Associates and WestStar Insurance, positions it as a dominant player in the insurance brokerage market.
  • The introduction of HUB Infused Analytics™ Data Suite for personalized employee benefits showcases HUB's commitment to leveraging data analytics for client advantage.
  • HUB's expansion into niche markets, such as aviation risk advisory services for affluent clients, differentiates it from traditional insurance brokers.

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