Client Service Associate, Retirement - Potential for Hybrid Work

About the position Discover a Career That Empowers You — Join HUB International! 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 19,000 professionals across 650 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 Client Service Associate to join our Retirement and Private Wealth team in our McLean, VA office. The selected individual will be responsible for preparing client reviews and providing administrative support to the advisor’s to ensure our clients experience outstanding service. The successful candidate must be a detail-oriented individual with exceptional organizational, communication and interpersonal skills.

Responsibilities

• Support the onboarding of new clients including creating client profiles, scheduling kick-off calls and meetings, collecting key documents, setting up files, and updating the CRM system.
• Maintain the master calendar of client deliverables per the service plan and project management tracking system.
• Schedule upcoming client activities including committee meetings and annual reviews.
• Assist team members in preparing for upcoming client meetings including creating agendas, handouts, reports, loading iPads, and other key materials including meeting templates.
• Ensure that proper client meeting notes are received, reviewed, filed, and notable action items are scheduled and/or assigned.
• Support the process of invoicing clients as required per the written agreement.
• Follow up on outstanding action items and issues with internal teams until completed or resolved.
• Assist with the daily activities of the Client Services Director.
• Assist with research and special projects.
• Coordinate activities with third party vendors and business partners.
• Track key metrics for client annual report cards.
• Generate internal reports.
• Keep client contact information up to date.
• Attend weekly staff meetings and quarterly offsite meetings.
• Maintain and update the Client Service Manual including key checklists and templates.
• Other responsibilities as assigned by Manager.

Requirements

• College degree.
• Retirement plan designation through the National Association of Plan Sponsors (NAPA) or ability to obtain a designation after hire.
• Experience in a client service administrative role; must have a passion for client service.
• Financial services / retirement plans experience is required.
• Proven ability to manage multiple projects, assignments and tasks in a timely fashion by prioritizing and organizing daily work activities.
• Proficiency with Microsoft Office products.
• Experience utilizing CRM systems and project management tools.
• Must have superior organizational, planning and time management skills.
• Excellent written, verbal communication, listening and thinking skills.
• Must take the initiative to ask questions, recommend changes and improve operational efficiency.
• Proven ability to work in a fast pace client service environment.

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
• Employee Resource Groups and Voices of HUB Employee Groups

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