Job Information
Hub International Client Relationship Manager, Retirement & Private Wealth - Potential for Hybrid Work in Hunt Valley, Maryland
Join our Award-Winning Team at HUB International!
When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
In addition to winning the Gold Stevie Award for Employer of the Year in 2023, HUB is honored to be recognized by Forbes as one of America’s Best Large Employers in 2024. HUB also won the Insurance Business America’s 5-Star Diversity, Equity, and Inclusion Award for the past two years. Becoming a part of HUB means that you have the opportunity to thrive in a diverse, entrepreneurial, and fast paced team environment supported by over 19,000 professionals in 600 offices across North America.
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.
What You Bring:
You will be able to actively contribute to our track record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB’s entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent.
We currently have an opportunity for a Client Relationship Manager to join our Retirement & Private Wealth team in our Hunt Valley, MD office.
The selected individual will serve as the secondary contact for a specified block of retirement plans and is accountable for the overall deliverable to clients. In conjunction with the lead advisor, this role will provide service to our existing clients, resolve complex operational and compliance issues. Must understand all aspects of plan design, customer service and internal reporting. Relationship Manager will be responsible for coordinating quarterly reporting for all Retirement Clients, meeting minutes and ongoing client projects. Relationship Manager manages daily communications with internal and external parties to maintain, retain and develop strong client relationships; manages and coordinates plan administration with Service Provider; participate in client meetings and conference calls; proactively maintains plan issues and addresses these items within the required time frames.
Job Responsibilities:
Participates in day-to-day communication with clients and/or coordinates conference calls and meetings to consult and assist client with questions or issue resolution.
Responsible for centralizing quarterly report generation.
Coordinate and manage input or imports data into multiple reporting engines, spreadsheets and platforms, including eMoney Advisor and Retirement Plan Advisory Group (RPAG).
Completes routine monthly and quarterly deliverables, to both internal and external clients.
Typical projects may be related to: plan set-up, plan documents, contributions, loans, distributions, enrollment, coordination of plan-level contact or plan changes, product changes, fund adds/eliminations, plan amendments, statement narratives, statement reviews, banking/division/pay center changes, forms customization or updates, pricing changes/recoveries. Supports product pricing, projections and annual reconciliation. Help prepare forecasts and analyze trends.
Ensure the highest level of customer service and satisfaction.
Proactively assist the team in streamlining services, implement new application and software, product enhancements and new Fiduciary Vault.
Coordinate production and/or rollout of custom or specialized reporting for clients as required. Assist team in pulling data to distribute quarterly billing.
Acts as a resource and guides and advises (trains and mentors) less experienced staff.
Other duties as assigned.
Qualifications:
Bachelor’s degree required
Requires FINRA Series 6 & 63 & applicable state licenses within the established timeframe
Minimum three (3) years relevant financial services industry experience
Comprehensive industry knowledge essential
Demonstrated investment product skills
Demonstrated effective communication and presentation skills
Basic personal computer skills including Microsoft Word, Excel, PowerPoint and Outlook
CRM experience preferred
Must have face-to-face experience preferably in a field structure environment.
Must be a team player and willing to be flexible in a growing company.
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 opportunity!
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:
All HUB employees have an opportunity to get personally involved in our efforts to be an inclusive company where everyone is heard, valued, respected and everyone can be their authentic selves. An easy way to get involved is to join one of our Employee Resource Groups (ERGs) or one of the Voices of HUB Employee Groups.
Currently we have two ERGs:
HUB Women Network
HUB Black Inclusion Network
Our Voices of HUB 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 $20.52 to $25.65 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!
*LI-AM
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Up to 25%
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
EEOAA Policy (https://hubinternational.jobs/eeo/)
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