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Wealth Advisor Services Associate at Hub International - ApplyBlast

Wealth Advisor Services Associate

Hub International

2 months ago

3.7 on Glassdoor

Austin, Texas, United States

Hybrid

Full Time

Senior

0 applicants

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About this role

The Wealth Advisor Services Associate supports the HUB Investment Partners team by delivering seamless client and advisor experiences across operational and service functions. The role involves managing account onboarding and offboarding, processing cash transactions, supporting alternative investment operations, and maintaining accurate client records while ensuring compliance and efficient workflow execution.

Responsibilities

Manage end-to-end account onboarding and offboarding processes
Process cashiering requests and coordinate wire transfers, ACH, and journals
Support compliance workflows and maintain accurate client records

Skills

Qualifications

Bachelor's degree

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.