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About Us:

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.

Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.

About HUB Retirement & Private Wealth (RPW):

We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

We are looking for a dynamic and experienced wealth management industry product manager to join our team. The ideal candidate will have a strong background in the Orion Connect and other wealth management focused platforms, excellent training skills, and a deep understanding of data management as it relates to custodial platforms. As the Product Lead, you will be responsible for driving the business process, adoption and optimization of our Wealth Management tools while supporting the implementation to enhance business and user engagement, retention, and satisfaction.

We are the perfect fit if you:

+ Enjoy team collaboration

+ Thrive in a healthy company culture that recognizes success

+ Want to learn and grow your current skill set

+ Are seeking a progressive work environment at a rapidly growing organization

+ Have a desire to help others protect their future

+ Have an entrepreneurial spirit and are challenged by the opportunity to grow the business

+ Are focused on learning and development to enhance your industry knowledge and expertise

+ Are a self-starter willing to invest time and energy to learn the technical aspects of our business

+ Believe in integrity and building success by developing relationships with others

Job purpose:

The Client Service Associate provides essential support to the Financial Advisor by ensuring seamless day-to-day operations, superior client service, and efficient administrative workflow. This role is responsible for managing client communications, assisting with account setup and maintenance, preparing meeting materials, and ensuring compliance with regulatory requirements. By maintaining accurate records, coordinating schedules, and supporting both the advisor and clients, the Client Service Associate plays a critical role in delivering a high-quality client experience and supporting the overall growth and success of the advisory practice.

Duties and responsibilities:

+ Develop and maintain strong client relationships with a focus on retention and satisfaction

+ Support the onboarding of new clients by preparing and submitting all required documentation, including applications, disclosures, and account forms

+ Manage ongoing client communications by preparing and distributing account updates, statements, and other correspondence

+ Collect and organize client documents needed for financial planning, account servicing, or investment reviews

+ Schedule and coordinate client appointments, follow-ups, and advisor meetings with accuracy and professionalism

+ Operate effectively in a matrixed environment, supporting a diverse and complex portfolio of client relationships

+ Ensure timely and accurate execution of account transactions, including contributions, distributions, rollovers, and transfers

+ Participate in ongoing training and development through internal resources, team meetings, and compliance or practice management sessions

+ Assist in financial planning efforts by compiling data, maintaining planning software, and generating client-ready reports

+ Utilize CRM systems to record client interactions, manage follow-up tasks, and track key workflow milestones

+ Serve as a liaison with custodians, vendors, and internal departments to resolve account issues and ensure seamless service delivery

+ Safeguard all client and company information, maintaining confidentiality in line with firm and regulatory policies

+ Perform additional administrative or client service duties as needed to support advisor operations and client engagement

Work Experience:

+ 1-2 years of client service experience or related business experience

Preferred Qualifications:

+ Some College Experience preferred

+ Wealth management experience preferred

Skills and Knowledge:

+ Proven ability to identify and resolve problems independently, with minimal supervision

+ Proficient in Microsoft Office Suite and CRM platforms, with strong overall computer skills

+ Maintains a positive, client-focused attitude and delivers proactive, high-quality service

+ Skilled at managing multiple priorities while maintaining strong attention to detail

+ Excellent verbal and written communication skills, essential for effective client interaction

+ Highly organized with strong analytical and critical thinking abilities

+ Collaborative team player who thrives in a supportive and fast-paced environment

Featured Benefits:

+ Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave

+ Monday-Friday (8am-5pm)

+ 2 weeks of vacation, sick leave, floating holiday’s

+ Hybrid schedule after successful training period

+ Open Style office for collaboration

+ Break Room w/ Snacks

+ Monthly team Lunches, Quarterly Team dinners

**Travel** : No Travel required

Working Conditions:

Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: Diploma

HUB International Limited is an equal opportunity 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.

E-Verify Program (https://hubinternational.jobs/e-verify/)

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 recruiting team [email protected] . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.