Client Services Administrator - Retirement and Private Wealth East Longmeadow, MA

About HUB

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.

Specific Responsibilities:

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

  • Salesforce administration

  • 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.

  • Address updates

  • Beneficiary changes

  • 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

  • Navigation assistance

  • Take point on learning new features

  • Interface with LPL service team

  • Learn client reporting capabilities

  • Client website assistance

  • Walk clients through navigating LPL site

  • Salesforce Research

  • 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 at

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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