Client Onboarding Specialist
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Job Location:
Austin, TX - USA
Monthly Salary:
$ 57000 - 65000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Title: Client Onboarding Specialist
Location: Hybrid schedule: 900 S Capital of TX Hwy Ste. 350 Austin Texas
Classification: Full Time
Reports To: COO
Compensation: $57000-$65000
Scheduled Hours: Position hours are 8am - 5pm 9am 6pm or 10am - 7pm Monday - Friday.
About Us:
HUB is a 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 providing 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.
Mission Statement:
We are a highly committed diverse financial services organization serving hundreds of thousands of retirement plan participants individuals and institutions across the United States. We provide financial peace of mind and top-of-class solutions investments administration and service. We are committed to the highest Ethics Competency Customer Service and providing our valued clients with the best and most competent professional team.
Job Summary:
The Client Onboarding Specialist will lead new retirement plan onboarding and support compliance tasks serving as a primary client-facing contactcomfortable explaining requirements and timelines. The ideal candidate is highly analytical personable eager to learn and entrepreneurial able to build and maintain their own processes/tools. They must be an expert in retirement plan compliance and legal requirements with working knowledge of non-ERISA/governmental plans a plus and stay current on legislative and regulatory changes. Strong communication organization and data skills are required.
Key Responsibilities:
- Managing all aspects of the onboarding process and successful transition of new plans to our platform
- Coordinating with Financial Advisors Plan Sponsors prior recordkeepers and/or Third Party Administrators to determine conversion timelines key action items and delivery dates as well as communicating overall project status to both external and internal stakeholders
- Collaborating cross-functionally to provide support where needed and ensure the team can deliver against expected Service Level Agreements
- Mentoring and supporting junior members of the team
- Manage deadlines work within allotted time frames.
- Manages caseload effectively to meet or exceed departmental service goals and partner specific service levels for quality and timelines.
- Responding to internal/external customer inquiries via phone and written correspondence
- Be familiar with various Plan Document types to be able to learn to Amend Restate and prepare notices for clients
Qualifications:
- Bachelors degree required or Equivalent Work Experience
- Familiarity MS-Office software applications including Excel PowerPoint and Word.
- Demonstrated aptitude for learning creating and iterating rapidly
- High attention to detail strong analytical thinking and excellent organizational skills.
- Proven track record of sound judgment and proactive problem-solving.
Preferred Experience:
- General knowledge of ERISA rules and requirements and experience with one or more compliance/recordkeeping systems (e.g. SunGard Relius ASC FIS)
- Qualified 401(k) Administrator (QKA) or higher ASPPA credential
- Minimum of 5 Years Experience in Retirement Plan Industry
- Subject matter knowledge of retirement plan design and plan conversion processes from point of sale to release of conversion data
- Experience with Retirement plan documents: FIS and ASCi
- Computer literacy with recordkeeping systems and trust systems (FIS Relius); and experience with plan reconciliations.
- Basic knowledge of ERISA DOL and IRS regulations and plan documents (individually designed and prototypes).
Featured Benefits:
- Medical insurance Vision insurance Dental insurance 401(k) plus match Company Paid STD Life Insurance & Parental Leave. Numerous Voluntary Benefits Available as well
- 2 weeks of vacation 1 week of Sick Time 3 personal Days 2 Floating Holidays 11 Paid Company Holidays
- Golds Gym Discount
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 veterans status or any other characteristic protected by local state or federal laws rules or regulations.
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. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Required Experience:
IC
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.
