Advisory Service Associate

Advisory Service Associate 

Who We Are 

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. 

HUB is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. 

What We Offer You 

At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunities! 

Benefits you may enjoy working at HUB International Midwest-East: 

• Medical, Dental, and Vision (PPO, HMO, and HSA) 

• Comprehensive Wellness Program 

• 401(k) Retirement Plan 

• Life and Disability Plans 

• Vacation, Holiday, Sick, and Personal Time Off 

• Pet Insurance 

• Bonus Program 

• Comprehensive Onboarding Program 

• Continuing Education / Personal Development Programs 

• Flexible Work Arrangements 

• Employee Engagement Events 

• Dress for Your Day Dress-Code 

• Service Awards 

Here’s Where You Come In 

As the Advisory Service Associate you will be responsible for providing exceptional service to wealth management and retirement plan clients. Interact with the client, participants, plan consultant, advisors, and other partners to provide customer-centric focused services. Follow-up and follow-through are the keystones to keeping our promises to our clients. Execution of the marketing activities to ensure all marketing communications deliver the HUB message and core values. 

Job Responsibilities: 

Client Services and Interactions 

 
Responsible for providing the highest level of service to clients; common activities listed but not limited to are:  

• Providing required documents to ensure accounts are established and funded correctly, including all necessary follow-through. 

• Client reviews  

• Working with financial tools & plans  

• Keepin