Client Service Associate, Wealth Management - Potential for Hybrid Work

Discover a Career That Empowers You - Join HUB International At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it. In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve. We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America. We bring together the resources of a global firm and the agility of a regional team, giving you the tools, support, and community you need to grow throughout your career. Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a specialized practice area, you will find that your voice matters here. Your work has purpose. And your potential has no ceiling. Client Service Associate – Retirement and Private Wealth We currently have an opportunity for a Client Service Associate to join our Retirement and Private Wealth team in our Rockville, MD office on a hybrid work schedule. The selected individual will be responsible for preparing client reviews and providing administrative support to the advisor’s to ensure our clients experience outstanding service. Salary: The expected salary range for this position is $XX,XXX to $XX,XXX (or $XX.XX to $XX.XX hourly) and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. Job Responsibilities Support the onboarding of new clients including creating client profiles, scheduling kick-off calls and meetings, collecting key documents, setting up files, and updating the CRM system. Maintain the master calendar of client deliverables per the service plan and project management tracking system. Schedule upcoming client activities including committee meetings and annual reviews. Assist team members in preparing for upcoming client meetings including creating agendas, handouts, reports, loading iPads, and other key materials including meeting templates. Assist advisor and department manager with quotes, applications, implementation and servicing of life, disability, and long-term care policies. Ensure that proper client meeting notes are received, reviewed, filed, and notable action items are scheduled and/or assigned. Support the process of invoicing clients as required per the written agreement. Follow up on outstanding action items and issues with internal teams until completed or resolved. Assist with the daily activities of the advisor and department manager. Assist with research and special projects. Coordinate activities with third party vendors and business partners. Track key metrics for client annual report cards. Generate internal reports. Keep client contact information up to date. Attend weekly staff meetings and quarterly offsite meetings. Maintain and update the Client Service Manual including key checklists and templates. Other responsibilities as assigned by Manager. Qualifications College degree. Retirement plan designation through the National Association of Plan Sponsors (NAPA) or ability to obtain a designation after hire. Experience in a client service administrative role; must have a passion for client service. Financial services / retirement plans experience is required. Familiarity with LPL Financial is a plus. Proven ability to manage multiple projects, assignments and tasks in a timely fashion by prioritizing and organizing daily work activities. Proficiency with Microsoft Office products. Experience utilizing CRM systems and project management tools. Must have superior organizational, planning and time management skills. Excellent written, verbal communication, listening and thinking skills. Must take the initiative to ask questions, recommend changes and improve operational efficiency. Proven ability to work in a fast pace client service environment. What We Offer You Medical, Dental, Vision, and Prescription Drug Coverage Health Plan Reimbursement Program Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) 401(k) Savings Plan Life and Disability Plans Long-Term Care Employee Assistance Program (EAP) Comprehensive Wellness Program Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance Low-Cost Loan Program and Student Loan Resources Vacation, Holiday, Sick, and Personal Time Off Flexible Work Arrangements Dress for Your Day Policy Comprehensive Onboarding and Continuing Education *LI-AM Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent 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 recruiting team View email address on click.appcast.io. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. 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. 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. #J-18808-Ljbffr HUB International