Client Associate Austin, TX
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.
BRIEF DESCRIPTION / OVERVIEW :
We are looking for a Client Associate. You will assist wealth managers and financial planners in preparing and processing paperwork to open and maintain client accounts. You will resolve any account related issues that occur, process distributions and contributions to client accounts by either check or electronic means. Daily responsibilities include, but are not limited to, performing essential tasks related to delivering exceptional service to a client, preparing paperwork, managing account transfer, recordkeeping, data entry and communicating with custodians, advisors, client.
Perform administrative duties that support Financial Advisors in daily practice, including coordinating and preparing meeting materials
Communicate with both clients and internal staff to resolve account-related issues
Oversee new and existing account paperwork and service requests, including account transfers
Direct client contributions and distributions via ACH/wire/check
Administer recordkeeping across multiple systems
Manage alternative asset reporting and data entry
Perform compliance and business reporting
Other projects as assigned by manager
QUALIFICATIONS & SKILLS :
Prior experience in financial services field preferred
Prior experience with Custodial and Orion platforms
Strong communication skills
Microsoft Office/Windows 10 experience
JOB CLASSIFICATION & ADDITIONAL INFORMATION :
Job Classification: Full-Time
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: Negligible
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.
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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.