Financial Client Services 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 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. With over 17,000 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 Here's Where You Come In As the Financial Client Service Associate, you will be responsible for providing exceptional service to wealth management and retirement plan clients. Interact with the client, participants, plan consultant, advisors, and other partners to provide customer centric focused services. Follow-up and follow-through is the keystone to keeping our promises to our clients. Execution of the marketing activities to ensure all marketing communications deliver the HUB message and core values. Job Responsibilities : Responsible for providing the highest level of service to clients; common activities listed but not limited to are: Providing required documents to ensure accounts are established and funded correctly, including all necessary follow-through. Client reviews Working with financial tools & plans Keeping abreast of knowledge of financial services and resources Attend client meetings, as needed Marketing & Events Effectively manage marketing tasks and timelines associated with all marketing Plan and execute all client and team events both in-person and virtual Deploy all social media content including LinkedIn, Blog posts, etc. Office collaboration Cross train with peers and provide support and coverage in wealth management and retirement services Assist with reporting and data collection 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 Bachelor's degree or equivalent 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 Department Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: Up to 25% Required Education:
  
  Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm. EEOAA Policy E-Verify Program 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 US Recruiting Team toll-free at (844) 300-9193 orUSRecruitinghubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. Hi, we're HUB.
  
  In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what matters most to you will be protected - through unrelenting advocacy and tailored insurance solutions that put you in control.
  
  About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.