Part-time Client Service Associate

5 days ago


Denver, Colorado, United States HUB International Full time
About HUB International

HUB International is a leading global insurance and employee benefits broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

With over 18,000 employees in 600 offices across North America, HUB has experienced significant growth, driven in part by its success in mergers and acquisitions.

Job Summary

We are seeking a detail-oriented and organized professional to join our team as a Part-time Client Service Associate. This role will support our Wealth Management clients in Denver and Salt Lake City offices, facilitating account openings, monitoring cash balances, and scheduling client reviews.

Key Responsibilities
  • Oversee document control for Wealth Management clients
  • Facilitate account openings and new client integration
  • Monitor cash balances and distributions
  • Schedule client reviews and organize 401k education efforts
  • Aid in transferring client assets
  • Build marketing and presentation materials
  • Organize annual client meetings and presentations
  • Present financial wellness information to clients
  • Assist with meeting preparation and materials
  • Keep marketing databases up to date
Requirements
  • Proficient in Microsoft Office
  • Background in financial services or insurance
  • Excellent communication and interpersonal skills
  • Project management experience
  • Strong attention to detail and organizational skills
What We Offer
  • A rewarding job that helps local businesses
  • Competitive compensation and benefits package
  • Opportunities for growth and development
  • A dynamic and supportive work environment
Why Choose HUB International?

We believe in investing in our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization.



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