Client Services Associate Blue Bell, PA
We are currently seeking a Client Services Associate to join our Wealth & Retirement team in Pennsylvania.This position will provide administrative support to the sales staff and Retirement Plan Advisors.
Specific responsibilities include:
Answering phones, directing calls and/or taking messages
Entering data and running investment reports as assigned for Retirement Plan clients
Updating client and prospect data in company databases
Supporting sales staff with proposal materials, presentations, and other documents needed for client/prospect meetings
Managing Sales staff calendars
Assisting in the preparation and processing of client paperwork
Other projects/duties as assigned.
Please apply to join us if you meet the following requirements :
4 year college degree or equivalent work experience
Prior office experience preferred
Excellent organization skills and strong attention to detail
Excellent written and verbal communication skills
Ability to manage multiple responsibilities in a deadline driven environment
Proven ability to work independently and collaboratively with a team
Proficiency with Microsoft Office Suite and Adobe Acrobat Pro
Department Account Management & Service
Required Experience: Less than 1 year 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.
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 orUSRecruiting@hubinternational.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.