Client Services Associate
Job Description
Job Title: Client Services Associate
Location: Austin, TX (Hybrid)
Compensation: $62,000
Reports to: VP of Institutional Advisory & ERISA Governance
Schedule: 8:00am-5:00pm (M-F)
Job Type: Full-Time
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.
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 piece 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.
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.
Job purpose:
As a Client Services Associate, you will provide foundational support to the Relationship Manager team in servicing institutional retirement plan clients. You will assist with data preparation, client communications, meeting logistics, and administrative aspects of plan reviews. This is a learning-oriented role designed to build your knowledge of retirement plans, capital markets, and the consultative service model used to support plan sponsors.
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
Duties and responsibilities:
- Provide day-to-day support to Relationship Managers and senior staff across an assigned book of plans.
- Assist in preparing materials for client meetings, including investment performance reports, committee packets, and supporting exhibits.
- Coordinate meeting logistics, scheduling, and follow-up documentation for plan reviews.
- Maintain accurate client records in the CRM and assist with routine data entry, validation, and reporting.
- Respond to basic client inquiries and route more complex questions to the appropriate team member.
- Support participant-level requests and coordinate with recordkeepers as directed.
- Build foundational knowledge of plan administration, ERISA compliance basics, and capital markets concepts through on-the-job learning and structured study.
- Complete required licensing and certification milestones on the timeline established with your manager.
- Other responsibilities and duties as assigned or requested by management.
Work experience:
- 0-2 years of experience; entry-level role open to recent graduates and early-career professionals.
Qualifications:
Required:
- Bachelor's degree or equivalent experience
- Strong written and verbal communication skills
- Attention to detail and willingness to learn
Required Licenses and Credentials:
- NAPA 401(k) Practice Builder or NAPA Introduction to Retirement Plans Certificate (IRP) within the first 6-12 months of hire
- Series 65 desired but not required
Preferred:
- Proficiency in spreadsheets and basic data tools
- Familiarity with fi360, Relius Administration, or PensionPal
- Internship or coursework related to financial services, retirement plans, or investments
Featured benefits:
- Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & Parental leave
- 2 weeks of vacation, sick leave, floating holiday’s
- Hybrid schedule
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.
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