Base: $34 - $39ph depending on location + experien...
Client service and support
Plan document maintenance
Scheduling and coordinating meetings
The Client Service Administrator provides critical support to retirement and private wealth clients by performing clerical and administrative tasks for the team to support the overall retention of accounts
Job Summary
The Client Service Administrator provides critical support to retirement and private wealth clients by performing clerical and administrative tasks for the team to support the overall retention of accounts.
HUB International offers 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, and eligible bonuses, equity and commissions for some positions.
The position requires frequent communication with colleagues and clients, managing client service calendars, coordinating with recordkeepers, and ensuring critical deadlines are met.
Matching Summary
The Client Service Administrator provides critical support to retirement and private wealth clients by performing clerical and administrative tasks for the team to support the overall retention of accounts.
Salary
Base: $34 - $39/hour depending on location and experience; Bonus/Equity: Eligible bonuses, equity and commissions for some positions; Benefits: Health/dental/vision/life/disability insurance, FSA, HSA, 401(k), paid-time-off
Skills & Requirements
Must-have
Client service and support
Plan document maintenance
Scheduling and coordinating meetings
Microsoft Office Suite proficiency
Data management and reporting
Client invoicing and billing
Nice-to-have
Problem solving and critical thinking
Professional oral and written communication
Ability to handle difficult customer situations
Desire to learn and grow in insurance industry
Strong interpersonal relationship skills
Key Requirements
High School / GED
1-2 years financial services or related experience
2-5 years relevant experience
Proficiency with Microsoft Office Suite and Outlook