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  

Keeping abreast of knowledge of financial services and resources  

Attend client meetings, as needed  

 

Marketing & Events  

 

Effectively manage marketing tasks and timelines associated with all marketing  

Plan and execute all client and team events both in-person and virtual  

Deploy all social media content including LinkedIn, Blog posts, etc.  

 

Office collaboration  

 

Cross train with peers and provide support and coverage in wealth management and retirement services  

Assist with reporting and data collection 

  

Cultural Expectations 

 

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

Ownership – Responsible to each other, our clients, and our goals. 

Teamwork – Together we attain greater success. 

Sincerity – Giving and receiving direct and caring communication 

 

Qualifications 

 

1+ years of business or experience 

Bachelor's degree or equivalent 

Computer Software: 
 

Excel - Enter, manipulate, and format text and numerical data; insert, delete, and manipulate cells, rows, and columns; and create and save worksheets, charts, and graphs  

 

Word - Type text, insert pictures, format, edit, print, save, and retrieve word processing documents. 
 

PowerPoint - Create presentations, format templates, add pictures, videos and hyperlinks 
 

Adobe - Create and edit pdf documents 

 

Department Account Management & Service

Required Experience:

Required Travel:

Required Education:

HUB International Limited is an equal opportunity 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.

E-Verify Program

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