Client Onboarding Specialist

Job Title : Client Onboarding Specialist

Location : Hybrid schedule : 900 S Capital of TX Hwy Ste. 350 Austin Texas

Classification : Full Time

Reports To : COO

Compensation : $57000-$65000

Scheduled Hours : Position hours are 8am - 5pm 9am 6pm or 10am - 7pm Monday - Friday.

About Us :

HUB is a global insurance and employee benefits broker providing a broad array of property casualty risk management life and health employee benefits investment and wealth management products and services.

Throughout our network of more than 600 HUB offices in North America we offer a competitive exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB we believe in investing in the future of our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.

About HUB Retirement & Private Wealth (RPW) :

We lead our communities with integrity driven to make things better both now and in the future. We serve inspire and thrive while maintaining an entrepreneurial spirit. We innovate collaborate and achieve success together focused on the tomorrows for all.

Mission Statement :

We are a highly committed diverse financial services organization serving hundreds of thousands of retirement plan participants individuals and institutions across the United States. We provide financial peace of mind and top-of-class solutions investments administration and service. We are committed to the highest Ethics Competency Customer Service and providing our valued clients with the best and most competent professional team.

Job Summary :

The Client Onboarding Specialist will lead new retirement plan onboarding and support compliance tasks serving as a primary client-facing contactcomfortable explaining requirements and timelines. The ideal candidate is highly analytical personable eager to learn and entrepreneurial able to build and maintain their own processes / tools. They must be an expert in retirement plan compliance and legal requirements with working knowledge of non-ERISA / governmental plans a plus and stay current on legislative and regulatory changes. Strong communication organization and data skills are required.

Key Responsibilities :

• Managing all aspects of the onboarding process and successful transition of new plans to our platform
• Coordinating with Financial Advisors Plan Sponsors prior recordkeepers and / or Third Party Administrators to determine conversion timelines key action items and delivery dates as well as communicating overall project status to both external and internal stakeholders
• Collaborating cross-functionally to provide support where needed and ensure the team can deliver against expected Service Level Agreements
• Mentoring and supporting junior members of the team
• Manage deadlines work within allotted time frames.
• Manages caseload effectively to meet or exceed departmental service goals and partner specific service levels for quality and timelines.
• Responding to internal / external customer inquiries via phone and written correspondence
• Be familiar with various Plan Document types to be able to learn to Amend Restate and prepare notices for clients

Qualifications :

Preferred Experience :

Featured Benefits :

Department Account Management & Service

Required Experience : 5-7 years of relevant experience

Required Travel : No Travel Required

Required Education : Associate degree (2-year degree)

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 veterans status or any other characteristic protected by local state or federal laws rules or regulations.

E-Verify Program

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Required Experience :

IC

Key Skills

Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 57000 - 65000