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Client Service Associate, Wealth Management at Hub International - ApplyBlast

Client Service Associate, Wealth Management

Hub International

3 months ago

3.7 on Glassdoor

Scottsdale, AZ

Onsite

Full Time

Junior

0 applicants

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About this role

The Client Service Associate/Analyst provides essential non-advice-related support to wealth advisors and their clients, ensuring seamless delivery of wealth management services. This role involves preparing client reports, maintaining accurate documentation, answering routine inquiries, and processing account paperwork under the supervision of experienced advisors.

Responsibilities

Prepare standard client reports and account statements
Maintain accurate client files and ensure compliance
Answer routine client questions and service requests
Process account paperwork including new openings and transfers
Support data entry into financial planning software and CRM systems

Skills

Qualifications

Series 65SIESeries 7Series 66CFP Certification

About Hub International

hubinternational.com

Headquarters

Chicago, Illinois, United States

Company Size

10001+ employees

Founded

1998

View Profile

HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.