Advisory Service Associate

Advisory Service Associate

Who We Are

At HUB International we are a team of entrepreneurs. We believe in empowering our clients and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm we offer employees resources in both technology and industry expertise but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique regional culture.

HUB International is a leading global insurance and employee benefits broker providing a broad array of property casualty risk management life and health employee benefits retirement investment and wealth management products and services. With over 17000 employees in 500 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 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 Midwest-East:

• Medical Dental and Vision (PPO HMO and HSA)

• Comprehensive Wellness Program

• 401(k) Retirement Plan

• Life and Disability Plans

• Vacation Holiday Sick and Personal Time Off

• Pet Insurance

• Bonus Program

• Comprehensive Onboarding Program

• Continuing Education / Personal Development Programs

• Flexible Work Arrangements

• Employee Engagement Events

• Dress for Your Day Dress-Code

• Service Awards

Heres Where You Come In

As the Advisory Service Associate within the Indianapolis-based HUB Retirement & Private Wealth (RPW) Midwest-East region you will play a critical role in supporting our internal teams to deliver exceptional service to wealth management this position you will serve as a key point of contact interacting with clients advisors consultants and other partners to provide client-centric solutions-oriented support.

Follow-up and follow-through are the cornerstones of keeping our promises to our clients and this role is built around that commitment. You will have the opportunity to collaborate across all functions within our regional RPW office gaining broad exposure to wealth management and financial planning while directly contributing to an outstanding client experience.

Job Responsibilities:

Client Services & Interactions

Responsible for delivering an exceptional client experience through proactive service attention to detail and timely follow-through. Core responsibilities include but are not limited to:

• Assist with personal wealth client reviews including preparation of meeting materials account summaries and performance reports

• Assist with investment analytics reporting and portfolio analysis to support advisory recommendations

• Assist in annual compliance reporting processes and ensure adherence to regulatory requirements

• Prepare review and process required documents to ensure all account activities are executed accurately including necessary research follow-through and resolution of outstanding items

• Attend client meetings as needed capturing action items and coordinating post-meeting follow-up

• Manage correspondence appointment scheduling confirmations and ongoing client communication in a timely and professional manner

• Maintain and update client records in CRM and financial planning systems to ensure data integrity

• Operate and maintain proficiency across internal tools software platforms and multiple recordkeeping systems

• Effectively manage all tasks deadlines and workflows associated with client service responsibilities

• Stay current on financial services industry trends regulatory changes products and available resources

• Support the onboarding process for new client accounts including document collection account setup and welcome communications

Office Collaboration & Team Support

• Cross-train with peers and provide backup support and coverage across retirement plan education and wealth management functions

• Assist with reporting data collection and analysis to support team and business objectives

• Document internal processes and procedures to promote consistency and operational efficiency

• Identify and communicate opportunities for process improvement and operational development

• Coordinate with internal departments including retirement plan services insurance and tax planning to deliver comprehensive client solutions

• Provide miscellaneous administrative and operational support as needed to retirement plan education and walth teams

Cultural Expectations:

• Determination unsatisfied until we are the best. We go the extra mile for clients and colleagues.

• Ownership Responsible to each other our clients and our goals.

• Teamwork Together we attain greater success.

• Sincerity Giving and receiving direct and caring communication

Qualifications:

• 1 years of business or experience

• Bachelors degree or equivalent

• Must be detailed oriented

Computer Software:

Excel - Enter manipulate and format text and numerical data; insert delete and manipulate cells rows and columns; and create and save worksheets charts and graphs

Word - Type text insert pictures format edit print save and retrieve word processing documents.

PowerPoint - Create presentations format templates add pictures videos and hyperlinks

Adobe - Create and edit pdf documents

Outlook - Manage calendar task email etc.

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.

E-Verify Program

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