Client Onboarding Specialist

Client Onboarding Specialist

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

Classification : Full Time

Reports To : COO

Compensation : $57,000-$65,000

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 veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program (https : / / hubinternational.jobs / e-verify / )

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.