Client Service Associate, Wealth Management

HUB International

. Support onboarding of new clients by creating profiles, scheduling calls and meetings, collecting documents, setting up files, and updating the CRM system.

Posted 11/4/2026full-timeRockville • Maryland • United StatesJuniorMid-Level💰 $26 - $33 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client service capabilities with a focus on managing multiple projects and tasks efficiently. Proficient in utilizing CRM systems and Microsoft Office products to support client onboarding and maintain project management.

Highest-signal resume keywords

Client Service ExperienceProject Management SkillsCRM System ProficiencyMicrosoft Office ProficiencyFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementClient OnboardingDocument ManagementInvoicingReport GenerationData TrackingMeeting CoordinationQuote PreparationPolicy ImplementationFile Setup

Soft Skills

Organizational SkillsTime ManagementCommunication SkillsInitiativeListening Skills

Tools & Technologies

CRM SystemsMicrosoft OfficeProject Management ToolsLPL Financial

Certifications & Qualifications

College DegreeRetirement Plan Designation

Industry Keywords

Financial ServicesRetirement PlansClient DeliverablesClient Service ManualThird-Party Vendor Coordination

About the role

Key responsibilities & impact

Support onboarding of new clients by creating profiles, scheduling calls and meetings, collecting documents, setting up files, and updating the CRM system.
Maintain the master calendar of client deliverables and project management tracking.
Schedule committee meetings and annual reviews.
Prepare client meeting agendas, handouts, reports, iPad materials, templates, and other key materials.
Assist with quotes, applications, implementation, and servicing of life, disability, and long-term care policies.
Ensure client meeting notes are received, reviewed, filed, and action items are scheduled or assigned.
Support client invoicing according to written agreements.
Follow up on outstanding action items and issues with internal teams.
Assist with daily activities of the advisor and department manager.
Assist with research and special projects.
Coordinate activities with third-party vendors and business partners.
Track metrics for client annual report cards.
Generate internal reports.
Maintain current client contact information.
Attend weekly staff meetings and quarterly offsite meetings.
Maintain and update the Client Service Manual, checklists, and templates.
Perform other responsibilities assigned by the Manager.

Requirements

What you’ll need

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.
Familiarity with LPL Financial is a plus.
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.
Superior organizational, planning and time management skills.
Excellent written, verbal communication, listening and thinking skills.
Initiative to ask questions, recommend changes and improve operational efficiency.
Proven ability to work in a fast pace client service environment.

Benefits

Comp & perks

Medical, Dental, Vision, and Prescription Drug Coverage
Health Plan Reimbursement Program
Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
401(k) Savings Plan
Life and Disability Plans
Long-Term Care
Employee Assistance Program (EAP)
Comprehensive Wellness Program
Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
Low-Cost Loan Program and Student Loan Resources
Vacation, Holiday, Sick, and Personal Time Off
Flexible Work Arrangements
Dress for Your Day Policy
Comprehensive Onboarding and Continuing Education
Structured training
Licensing support
Ongoing development opportunities
Retirement savings matching
Company-paid life and disability plans
Paid parental leave
Wellbeing program
HUB Gives community impact opportunities
Eligible bonuses, equity and commissions for some positions