Part-Time Junior Client Service Associate, Retirement and Private Wealth

Discover a Career That Empowers You Join HUB International!

At HUB International were more than just an insurance brokerage firm were 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 dont stop there we also invest deeply in our people.

Here your career is in your hands. Youll be empowered to learn grow and truly make an impact. Whether youre supporting a local business or helping a national client navigate complex risk youll be backed by the strength of a global firm and the heart of a regional team.

As one of the worlds largest insurance brokers and a proud Stevie Award-winning workplace HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20000 professionals across 570 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. Lets grow together. If youre 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 Junior Client Service Associate to join our Retirement and Private Wealth team in our Rockville MD office.

The selected individual will provide temporary administrative support to the advisor team during the transition from Commonwealth Financial to LPL Financial. The successful candidate must be a detail-oriented individual with strong organizational and communication skills.

Job Responsibilities:

• Set up all clients with Account View
• Network all direct business accounts to client households
• Prepare new account paperwork for transitioning clients
• Audit files at LPL for each client to ensure accuracy and completeness
• Prepare broker change forms for direct business accounts at American Funds
• Review and process transition-related paperwork; ensure all required forms are completed fully and accurately
• Run reports and provide status updates on account transitions and new account forms
• Maintain and update client data in CRM software as accounts transition
• Assist with other transition-related tasks and ad hoc reporting requests as needed

Qualifications:

• Background in financial services insurance or employee benefits including any knowledge of retirement plans and investments (1 year experience preferred but not required)
• Good understanding of financial planning concepts and terminology a plus willingness to learn required
• Exceptional customer service experience
• Excellent verbal written analytical and organizational skills
• Proficiency with technology including Microsoft Office suite and CRM systems
• Ability to interact with people across all levels of the business
• Strong attention to detail

What We Offer You:

At HUB International we want you to achieve an even work-life balance and our benefits package allows you to manage your health wellness and financial future. HUB International will foster your learning support your endeavors and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!

Benefits you may enjoy working at HUB International Mid-Atlantic Inc:

• 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

Culture & Belonging Employee Networks:

At HUB inclusion isnt just a core value its a shared commitment. Were building a workplace where every voice is heard every person is respected and everyone can show up as their authentic self.

One of the easiest ways to get involved is by joining one of our Culture & Belonging Employee Networks communities where connection support and impact come to life.

Currently we have the following networks:

• HUB Women Network
• HUB Black Inclusion Network
• Asian Pacific Islander Network
• Hispanic Network
• HUB Young Professional Enrichment (HYPE)
• Indigenous Network
• Pride Network
• Military Veterans/Military Spouses & Families Network

Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy:

• Talent the attraction recruitment and hiring of the best diverse talent;
• Culture creating a culture of Inclusion and Belonging; and
• Community having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy.

The expected salary range for this position is $20.00 to $30.00 hourly and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paid-time-off benefits such as vacation sick and personal days and eligible bonuses equity and commissions for some positions.

Apply today!

*LI-AM

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.

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