Advisory Service Associate
Who We Are
At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. 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.
HUB International is a leading global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, retirement, investment and wealth management products and services. With over 17,000 employees in 500 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 International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!
Benefits you may enjoy working at HUB International Midwest-East:
Medical, Dental, and Vision (PPO, HMO, and HSA)
Comprehensive Wellness Program
401(k) Retirement Plan
Life and Disability Plans
Vacation, Holiday, Sick, and Personal Time Off
Pet Insurance
Bonus Program
Comprehensive Onboarding Program
Continuing Education / Personal Development Programs
Flexible Work Arrangements
Employee Engagement Events
Dress for Your Day Dress-Code
Service Awards
Here's Where You Come In
As the Advisory Service Associate within the Indianapolis-based HUB Retirement & Private Wealth (RPW) Midwest-East region, you will play a critical role in supporting our internal teams to deliver exceptional service to wealth management clients. In this position, you will serve as a key point of contact, interacting with clients, advisors, consultants, and other partners to provide client-centric, solutions-oriented support.
Follow-up and follow-through are the cornerstones of keeping our promises to our clients - and this role is built around that commitment. You will have the opportunity to collaborate across all functions within our regional RPW office, gaining broad exposure to wealth management and financial planning while directly contributing to an outstanding client experience.
Job Responsibilities :
Client Services & Interactions
Responsible for delivering an exceptional client experience through proactive service, attention to detail, and timely follow-through. Core responsibilities include, but are not limited to:
Assist with personal wealth client reviews, including preparation of meeting materials, account summaries, and performance reports
Assist with investment analytics, reporting, and portfolio analysis to support advisory recommendations
Assist in annual compliance reporting processes and ensure adherence to regulatory requirements
Prepare, review, and process required documents to ensure all account activities are executed accurately, including necessary research, follow-through, and resolution of outstanding items
Attend client meetings as needed, capturing action items and coordinating post-meeting follow-up
Manage correspondence, appointment scheduling, confirmations, and ongoing client communication in a timely and professional manner
Maintain and update client records in CRM and financial planning systems to ensure data integrity
Operate and maintain proficiency across internal tools, software platforms, and multiple recordkeeping systems
Effectively manage all tasks, deadlines, and workflows associated with client service responsibilities
Stay current on financial services industry trends, regulatory changes, products, and available resources
Support the onboarding process for new client accounts, including document collection, account setup, and welcome communications
Office Collaboration & Team Support
Cross-train with peers and provide backup support and coverage across retirement plan education and wealth management functions
Assist with reporting, data collection, and analysis to support team and business objectives
Document internal processes and procedures to promote consistency and operational efficiency
Identify and communicate opportunities for process improvement and operational development
Coordinate with internal departments, including retirement plan services, insurance, and tax planning, to deliver comprehensive client solutions
Provide miscellaneous administrative and operational support as needed to retirement plan education and walth teams
Cultural Expectations :
Determination - unsatisfied until we are the best. We go the extra mile for clients and colleagues.
Ownership - Responsible to each other, our clients, and our goals.
Teamwork - Together we attain greater success.
Sincerity - Giving and receiving direct and caring communication
Qualifications:
1+ years of business or experience
Bachelor's degree or equivalent
Must be detailed oriented
Computer Software:
Excel - Enter, manipulate, and format text and numerical data; insert, delete, and manipulate cells, rows, and columns; and create and save worksheets, charts, and graphs
Word - Type text, insert pictures, format, edit, print, save, and retrieve word processing documents.
PowerPoint - Create presentations, format templates, add pictures, videos and hyperlinks
Adobe - Create and edit pdf documents
Outlook - Manage calendar, task, email, etc.
Department Account Management & Service
Required Experience:
Required Travel:
Required Education:
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.
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