Account Manager, Retirement & Private Wealth

IGNITE YOUR PASSION * IMPACT WHAT MATTERS 

WHO WE ARE.

Breaking Boundaries for 25 years - and counting.

The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 530 HUB offices across North America and ranked 5th among the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US.

We have the competitive, exciting, and friendly work environment you are seeking.  We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.  We welcome ALL candidates and are proud of our wonderfully diverse employee population. 

POSITION OVERVIEW:

Your focus will be retaining our current clients and onboarding new clients through providing professional, courteous service to our clients, business partners, and HUB colleagues.

• Master multiple software platforms to integrate my clients with HUB’s technology and transition all clients to this software
• Responsible for the day-to-day administrative duties of the office, including but not limited to answering and directing phone calls, coordinating and scheduling appointments, maintaining compliance files, and ordering office supplies
• Support team in opening new accounts and preparing and processing other client account forms
• Run reports and provide status updates on new account forms, confirming account transition, creating CRM profiles, etc.
• Build and maintain professional relationships with clients by assisting them and answering account questions; facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner.
• Maintain and update client data, input updated values into appropriate systems
• Review and take appropriate action on client account alerts
• Coordinate and direct client activities with other team members
• Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend training calls
• Review processes and make suggestions to improve the client experience
• Assist with office wide projects
• Perform other duties as assigned

Skills and Knowledge:

• Bachelor’s degree or job-related experience
• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• 1+ years of financial services experience with a solid knowledge of industry rules and regulations (wealth management experience preferred)
• Proven ability to professionally answer & direct phone calls and effectively communicate with prospective and existing clients as well as, vendors and HUB colleagues 
• Strong computer skills and knowledge of Microsoft Office products and CRM (Salesforce, Redtail, etc.)
• Detail orientated with superior organizational skills and ability to prioritize tasks
• Excellent verbal, written, and analytical skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Goal oriented, self-motivated and results driven
• Demonstrates ability and success with problem solving; able to resolve issues without direct supervision
• Positive attitude toward client relations to provide exceptional, proactive client service
• Ability to interact with people across all levels of the business

Requirements:

• At least 2 years of relevant experience
• High School Diploma / GED required; College degree strongly preferred
• Must be willing to be in-office in Pasadena, CA

Here’s Where You Come In:

Your focus will be retaining our current clients and onboarding new clients through providing professional, courteous service to our clients, business partners, and HUB colleagues.

Cultural Expectations:

Determination – unsatisfied until we are the best. We go the extra mile for clients and colleagues.

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