HUB International

Compensation

Full Description

Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 19,000 professionals across 650 offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. Explore your future with HUB International. Let’s grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits — HUB is the place for you. We currently have an opportunity for a Client Service Associate to join our Retirement and Private Wealth team in our McLean, VA office. The selected individual will be responsible for preparing client reviews and providing administrative support to the advisor’s to ensure our clients experience outstanding service. The successful candidate must be a detail-oriented individual with exceptional organizational, communication and interpersonal skills. Job Responsibilities • Support the onboarding of new clients including creating client profiles, scheduling kick-off calls and meetings, collecting key documents, setting up files, and updating the CRM system. • Maintain the master calendar of client deliverables per the service plan and project management tracking system. • Schedule upcoming client activities including committee meetings and annual reviews. • Assist team members in preparing for upcoming client meetings including creating agendas, handouts, reports, loading iPads, and other key materials including meeting templates. • Ensure that proper client meeting notes are received, reviewed, filed, and notable action items are scheduled and/or assigned. • Support the process of invoicing clients as required per the written agreement. • Follow up on outstanding action items and issues with internal teams until completed or resolved. • Assist with the daily activities of the Client Services Director. • Assist with research and special projects. • Coordinate activities with third party vendors and business partners. • Track key metrics for client annual report cards. • Generate internal reports. • Keep client contact information up to date. • Attend weekly staff meetings and quarterly offsite meetings. • Maintain and update the Client Service Manual including key checklists and templates. • Other responsibilities as assigned by Manager. Qualifications • College degree. • Retirement plan designation through the National Association of Plan Sponsors (NAPA) or ability to obtain a designation after hire. • Experience in a client service administrative role; must have a passion for client service. • Financial services / retirement plans experience is required. • Proven ability to manage multiple projects, assignments and tasks in a timely fashion by prioritizing and organizing daily work activities. • Proficiency with Microsoft Office products. • Experience utilizing CRM systems and project management tools. • Must have superior organizational, planning and time management skills. • Excellent written, verbal communication, listening and thinking skills. • Must take the initiative to ask questions, recommend changes and improve operational efficiency. • Proven ability to work in a fast pace client service environment. What We Offer You At HUB International, we’re invested in your success — both inside and outside of work. Our benefits are designed to support your well-being, empower your growth, and set you up for a secure future. From comprehensive health coverage to resources that promote work-life balance, we’ve got you covered. We believe in continuous learning and career momentum. Whether you're just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you thrive. When you grow, we grow! Benefits you may enjoy working at HUB International Mid-Atlantic, Inc: • Medical, Dental, Vision and Prescription Drug Coverage • Health Plan Reimbursement Program • Health Savings Account (HSA) • 401(k) Savings Plan • Employee Assistance Program (EAP) • Comprehensive Wellness Program • Flexible Spending Accounts (FSAs) • Life and Disability Plans • Long-Term Care • Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more! • Low-Cost Loan Program and Student Loan Resources • Vacation, Holiday, Sick, and Personal Time Off • Comprehensive Onboarding • Continuing Education • Flexible Work Arrangements • Dress for Your Day Dress-Code Employee Resource Groups And Voices Of HUB Employee Groups At HUB, inclusion isn’t just a core value — it’s a shared commitment. We’re building a workplace where every voice is heard, every person is respected, and everyone can show up as their authentic self. One of the easiest ways to get involved is by joining one of our Employee Resource Groups (ERGs) or Voices of HUB Employee Groups — communities where connection, support, and impact come to life. Currently We Have Two ERGs • HUB Women Network • HUB Black Inclusion Network Our Voices Of HUB Employee Groups Are • Asian Pacific Islander Voices • Hispanic Voices • HUB Young Professional Enrichment (HYPE) • Indigenous Voices • Pride Voices • Military Veterans/Military Spouses & Families Voices Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy: • Talent – the attraction, recruitment, and hiring of the best diverse talent; • Culture – creating a culture of Inclusion and Belonging; and • Community – having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy. The expected salary range for this position is $28.21 to $35.90 hourly and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions. Apply today! Department Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: Negligible Required Education: Bachelor's degree (4-year degree) 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. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.