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Wealth Advisor Services Associate at Hub International - ApplyBlast

Wealth Advisor Services Associate

Hub International

4 months ago

3.7 on Glassdoor

Austin, TX

Hybrid

Full Time

Junior

0 applicants

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About this role

The Wealth Advisor Services Associate supports the HUB Investment Partners team by managing end-to-end client account onboarding, processing cashiering requests, and serving as a liaison between advisors, clients, and custodians. This role requires strong operational support for alternative investments, maintaining accurate client records in CRM and portfolio systems, and assisting with compliance workflows to ensure seamless service delivery.

Responsibilities

Manage end-to-end account onboarding and offboarding processes
Process cashiering requests including wire transfers and ACH
Support alternative investments operations and capital calls
Serve as liaison between advisors, clients, and custodians
Maintain accurate client records across CRM and portfolio systems

Skills

About Hub International

hubinternational.com

Headquarters

Chicago, Illinois, United States

Company Size

10001+ employees

Founded

1998

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