Client Services Administrator - Retirement and Private Wealth East Longmeadow, MA
Join our Stevie Award Winning Team at HUB International!
When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 14,000 professionals in 500 offices across North America.
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.
We currently have an opportunity for an Client Services Administrator to join our Retirement and Wealth team. The selected employee will be responsible
for providing administrative support to financial services staff and clients in accordance with the practices, policies and procedures of the Company.
Responsibilities will include, but are not limited to:
Client/Retirement Plan Reporting and Review Preparation
Prepare reports for client review meetings
Ensure review materials are prepared in advance of client meetings
Organize post-meeting notes and materials, save into Salesforce as meeting record
Distribute follow-up meeting notes, create and assign tasks in salesforce for any follow-up or action items
Monitor and track outstanding client items
Follow-up on outstanding items
Assign tasks to colleagues for required action items
Schedule and confirm client appointments
Point of contact on all non-financial client service.
General admin changes
Update salesforce accordingly
Follow-up with vendors to ensure updates were made
Become subject matter expert and office resource on LPL website
Establish shell accounts for new business
Take point on learning new features
Interface with LPL service team
Learn client reporting capabilities
Client website assistance
Walk clients through navigating LPL site
Retrieve historical data
Recall prior meeting notes
Pull client documents
Assist clients with retrieving tax documents during tax season
Other responsibilities as assigned by Manager.
General investment knowledge and customer service experience preferred.
Proficiency in the use of Microsoft Office Suite
Must be able to maintain high level of confidentiality and professionalism.
Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
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.