RPW Client Services Associate

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 offerings
  • Medical/dental/vision insurance and voluntary insurance options
  • Health Savings Account funding
  • 401k matching program
  • Company paid Life and Short-Term Disability Plans
  • Supplemental Life and Long-Term Disability Options
  • Comprehensive Wellness Program
  • Paid Parental Leave
  • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The 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 community
• Strong 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 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

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

Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: NegligibleRequired 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 athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

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