Wealth Management Client Associate Jobs in Hartwell, GA

About HUB International:

HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

What We Offer You:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offerings

• Medical/dental/vision insurance and voluntary insurance options

• Health Savings Account funding

• 401k matching program

• Company paid Life and Short-Term Disability Plans

• Supplemental Life and Long-Term Disability Options

• Comprehensive Wellness Program

• Paid Parental Leave

• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off

• Great work/life balance, because that's important for all of us!

• Growth potential - HUB is constantly growing and so can your career!

• Strong community support and involvement through HUB Gives

General Description:

The Client Services Associate oversees the administration of client services, including contacting clients for account reviews, assisting with non-trade related client requests, and processing administrative client account changes. This role supports client review preparation, CRM and reporting processes, and day-to-day service activities while developing foundational knowledge of financial planning and the firm's value proposition.

Essential Duties & Responsibilities:

• Acts as a liaison between clients and investment advisors.

• Oversees scheduling of clients for account reviews, in person or remotely.

• Prepares,submits, and follows up on new client paperwork.

• Performs administrative support for client investment accounts, including but not limited to distributions, beneficiary changes, and contact information updates.

• Maintains client records across various databases.

• Monitors and responds to client and vendor emails and phone calls.

• Assistsinvestment advisors in preparation of materials for prospects and clients.

• Prepares client communication materials in collaboration with advisors.

• Maintains meeting documentation, notes, and internal follow-up items as directed.

• Contributes positively to a collaborative, respectful, and client-focused workplace environment.

• Participates in team meetings and supports shared goals and initiatives.

• Embraces, promotes, and supports the direction, values, and goals of HUB.

• Ensuresa high levelof customer service and client satisfaction through accuracy, responsiveness, and professionalism.

• Monitors office supplies and kitchen inventory andis responsible forreplenishment.

• Provides coverage for other office employees when needed, related to non-trade investment activity only, through ongoing cross-training and collaboration.

• Must be able tomaintainregular and predictable attendance.

• Other reasonable duties as assigned by your supervisor.

Work Experience & Education Requirements:

• Prior experience in a customer support role at a financial institution preferred.

• Excellent written and verbal communication skills.

• Superior customer service and problem-solving skills.

• Proficiencywith Microsoft Office Suite (PowerPoint, Word, Excel, Outlook).

• Detail-oriented self-starter.

• Ability to work in a team environment.

• Significant skill in handling competing demands and projects.

• Excellent organizational skills and ability to prioritize and manage responsibility.

• Must be thorough, detail-oriented, and capable of working with confidential information.

• Ability to function independently with minimal supervision.

• Some College (no degree)

• No Licensures or certifications required

Department Account Management & Service

Required Experience: Less than 1 year of relevant experience

Required Travel: No Travel Required

Required Education: Some college (no degree)

HUB 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.

E-Verify Program (https://hubinternational.jobs/e-verify/)

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 recruiting team HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.