Client Service Associate, Wealth Management - Potential for Hybrid Work
HUB International
- # Client Service Associate, Wealth Management - Potential for Hybrid WorkApplyremote type: Hybrid Workinglocations: Rockville, MDtime type: Full timeposted on: Posted 8 Days Agojob requisition id: R0038160**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.We would love for you to explore what is possible at HUB International.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. The successful candidate must be a detail-oriented individual with exceptional organizational, communication and interpersonal skills.**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:**At HUB International, we are invested in your success - both inside and outside of work. Our benefits are designed to support your well-being, fuel your growth, and help you build a secure future. We believe that when our people thrive, our clients and communities do too.We are committed to continuous learning and career momentum. Whether you are just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you move forward with confidence.Benefits you may enjoy as part of the HUB International Mid-Atlantic team:* 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 EducationReady to take the next step? Apply today.*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. 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.*\\*LI-AMDepartment Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: NegligibleRequired Education: High school or equivalentHUB 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.
- J-18808-Ljbffr Hub International
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate, Wealth Management - Potential for Hybrid Work in Rockville, MD vacancy
- HUB International in Rockville, MD is seeking a Client Service Associate for our Retirement and Private Wealth team on a hybrid schedule. You will onboard clients, prepare reviews, maintain calendars, and support advisor meetings and reports. Ideal candidates have a college...SuggestedWork at office
$33.33 - $55.51 per hour
...success while helping clients pursue their financial... ...Senior Registered Client Service Associate, you will provide... ...requirements, audits, and risk management procedures. Support... ...and share joy in our work. Requirements Active... ...the fastest growing wealth management firms in the...SuggestedWork at officeWork from home- A leading financial services firm is seeking a Registered Client Service Associate in McLean, Virginia, to provide exceptional... ...sector. Responsibilities include managing client accounts, answering inquiries... ...a supportive and collaborative work environment. #J-18808-Ljbffr...Suggested
$25 - $44 per hour
...Merrill Wealth Management Job OpportunityMerrill Wealth Management... ...products and services for individuals,... ...and Wealth Management Client Associates help clients pursue... ...your whole self to work. We value the unique... ...service support to potentially multiple Financial Advisors...SuggestedHourly paySeasonal workWork at officeWork from homeDay shiftBank of America
Rockville, MD18 hours ago- A leading global financial services firm is looking for a Registered Client Service Associate to provide exceptional service and... ...Financial Advisors. Key duties include managing client relationships, executing... ...skills, and a detail-oriented work ethic. This role offers a...Suggested
- ...Description Merrill Wealth Management is a leading provider... ...products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue... ...your whole self to work. We value the unique... ...service support to potentially multiple Financial Advisors...Seasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...Description: Merrill Wealth Management is a leading... ...investment products and services for individuals, companies... ...Wealth Management Client Associates help clients pursue... ...your whole self to work. We value the unique... ...service support to potentially multiple Financial Advisors...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- Bogart Wealth is seeking a Client Service Associate in McLean, VA. This role delivers a first-class client experience through relationship focus and operational excellence, acting as a main contact for clients and internal teams. You will assist with account administration...
$26.5 - $45 per hour
...Description: Merrill Wealth Management is a leading... ...investment products and services for individuals, companies... ...Wealth Management Client Associates help clients pursue... ...your whole self to work. We value the unique... ...service support to potentially multiple Financial Advisors...Hourly paySeasonal workWork at officeShift workDay shift$70k - $95k
...of insurance, retirement, and wealth management products and services. But we don't stop there we also... ...business or helping a national client navigate complex risk, you'll be... ...where your voice matters, your work has purpose, and your potential has no limits HUB is the place...Hybrid workingWork at officeLocal areaFlexible hours- Morgan Stanley in McLean, VA seeks a Registered Client Service Associate to support Financial Advisors, coordinate transactions, and manage client accounts. Strong interpersonal skills and client-first mindset are essential. The role requires Series 7/66 or 63/65 licenses...
- At Bogart Wealth, we specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals... ...The Client Service Associate (CSA) plays a critical... ...oriented Comfortable working both independently...Work at office
$90k - $110k
...Senior Account Manager Join HUB International, a company... ..., retirement, and wealth management products and services. HUB is one of the world'... ...Ellicott City, MD office on a Hybrid work schedule. The selected... ...appropriate recommendations to clients. Acquires...Hybrid workingWork at officeLocal areaFlexible hours- ASB Real Estate Investments, a division of ASB Capital Management LLC, seeks a Client Services Operations & RFI Associate to support Relationship Managers in maintaining strategic relationships with investors and advisors. The role emphasizes timely RFI/DDQ/RFP coordination...
- Are you looking for a work-from-home opportunity where you can... ...to join a team in a financial services position aimed at protecting... ...with a company that values your potential and provides opportunities... ...that every interaction with clients is based on honesty, transparency...Remote workWork from home
$33.28k - $88k
Morgan Stanley Registered Client Service Associate Job Description POSITION SUMMARY... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...duties directed by local management ADMINISTRATIVE SUPPORT:... ...collaborate with others Ability to work in a fast-paced, evolving...Temporary workWork at officeLocal area$35.36k - $90k
POSITION SUMMARY:Registered Client Service Associates provide exceptional service... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...must be legally authorized to work in the United States and... ...FAs / PWAs / teams as needed)Managing the calendar including...Temporary workWork at officeLocal areaWork visa- Pathstone, a growing wealth management firm, seeks a client advisory assistant to support the Client Advisory Team in service and daily operations. You will assist with preparing performance analyses, investment manager background, and client presentation materials. Responsibilities...
- RBC Wealth Management in Chevy Chase, MD is seeking a Client Associate to support Financial Advisors by onboarding clients, facilitating transfers, and assisting with... ...clients on products, and deliver superior service in a fast-paced environment. Qualified candidates...Full time
- ...James is seeking a dynamic Registered Client Service Associate in Bethesda, Maryland. This role... ...thrives in a fast-paced environment, managing multiple tasks and priorities effectively... ...platforms. Join Raymond James and explore your potential! #J-18808-Ljbffr Raymond James
$55k - $75k
...prospective and existing clients and other branch staff... ...ability to organize, manage, and track multiple, detailed... ...-paced, task-oriented work environment. Job... ...history and recognition for service and excellence in the... ...Registered Client Service Associate who is a motivated,...Work experience placementWork at officeRaymond James
Bethesda, MD1 day ago- Pathstone seeks an analytical, client-focused operations specialist to support the Client Advisory Team in daily client service and operations. The role involves preparing performance analyses, manager background materials, and client presentations, while coordinating...Work at office
$75k - $85k
Hiring Manager: Brian Luper - ****@*****.*** VLP Financial... ..., VA is seeking a full-time Client Service Associate to join our team. We're a... ...outstanding experiences. You'll work alongside a team that values... ...Free financial planning Hybrid position - after 90 day probationary...Full timeTemporary workWork at officeRemote workMonday to Friday$35.36k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future... ...in firm initiatives directed by local management Regularly seek opportunities to use... ...collaborate with others Ability to work in a fast-paced, evolving environment...Temporary workWork at officeLocal area- ...building an ecosystem that positions RH as a thought leader. Client Services Associates are integral to providing luxury service and assessing... ...respond to multiple priorities Strong organizational and time‑management skills Strong verbal and written communication skills...Work at office
$19 per hour
...scaling and rendering their work more valuable across our... ...ecosystem of products, places, services and spaces that elevates... ...rather than who's right. Client Services Associates play an integral role in providing... ...organizational and time management skills - Strong verbal and...Full timeWork at office- VLP Financial Advisors in McLean, VA is seeking a full-time Client Service Associate to join our team. We're a growing firm committed to meaningful... ...'ll be essential to deliver outstanding experiences. You'll work alongside a team that values both professional excellence...Full time
- Position Summary The Client Services Associate plays a crucial role in delivering professional, reliable... ..., delivery drivers, coworkers, and management. Assist with inventory management, supply... ...and attention to detail. Ability to work independently and collaboratively in a...Full timeTemporary workPart time
- ...offers a commission-based salary with significant earning potential after ramp-up. The ideal candidate will have at least 5 years of sales experience, strong customer service skills, and the ability to manage accounts effectively. The job involves extensive travel, and...Remote jobFull time
$57.75k
...(SDR) responsibilities. This person manages a defined territory, builds and advances... ...25% focused on direct sales. Work Location This is a hybrid position based in our Bethesda,... ...prospective K-12 and higher education clients. Conduct consultative discovery conversations...Hybrid workingFull timeWork at officeLocal areaVisa sponsorshipWork visa2 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate, Wealth Management - Potential for Hybrid Work. Be the first to apply!
Related searches
- services specialist Rockville, MD
- member services specialist Rockville, MD
- family services specialist Rockville, MD
- toyota service advisor Rockville, MD
- community services specialist Rockville, MD
- environmental service worker Rockville, MD
- health services administrator Rockville, MD
- entry level service advisor Rockville, MD
- transaction services specialist Rockville, MD
- food service officer Rockville, MD