Client Relationship Consultant

Summary

As a Client Relationship Consultant on the Retirement Plan Services team, you will assist retirement plan sponsor clients, as well as, internal HUB retirement plan consultants in overseeing day to day activity, plan design features/recommendations and plan compliance. You will work with qualified (401k, 403b) as well as Non Qualified (457, DB, etc.) plans.

Consultant Support duties:

• Assist HUB retirement plan consultants in managing day to day client needs.
• Responsible for reviewing committee meeting prep materials to include agendas and other documents needed for consultant meetings, updating the workflow spreadsheets, scheduling client meetings as needed.
• Oversee the maintenance of a full client profile to include all client names and pertinent company data, record-keeper, plan number, etc., responsible for ongoing updates and updating to include all new clients.
• Complete or oversee all client investment changes as needed for each client, to include working with the service provider to obtain paperwork, have signed by client, and making sure participant notices are distributed by the client. Oversee the maintenance of records investment change information in data base.
• Help consultants with amendments as requested after plan design has been discussed and determined. Including working directly with the client and service provider to get the necessary documents signed to implement the changes timely. Oversee a process of keeping consultants updated on the status and completion of project.
• Track and assist consultants with the annual notices for each of their clients. Work with each client and recordkeeper to ensure the notices are created and distributed timely.
• Monitor and provide year end compliance testing support as needed by each consultant, to include scheduling website walk through for data submission, etc. with clients.
• Take the lead on onboarding a new client to HUB with the service provider to get HUB and consultant added to the plan, obtain necessary documents for signature to grant consultant website access, obtain and file all signed documents and agreements.
• Client record-keeper transition lead: responsible for working with the new provider, outgoing provider, and client to effectively transition the plan to a new record-keeper, all the time, keeping the consultant updated and included in the process. Providing written or verbal updates as needed, and involving the consultant in any conversations in which they are needed.
• Participate in client meetings, in person or virtually as requested by the client or the consultant on an as needed basis.

The above is not an all-inclusive list of duties and can be altered and adjusted as needed including other duties as assigned. Duties are subject to change at any time by HUB Management.

Preferred Knowledge, Skills & Qualifications

• Bachelor’s degree
• 3 to 5 years of relevant financial services industry experience
• Comprehensive retirement industry and investment knowledge
• Excellent communication skills, both oral and written
• Detail orientated and superior organizational skills
• Deadline driven
• Team player with the ability to collaborate with others
• Highly computer literate and proficient in a variety of programs including Microsoft Office Suite

About Us

HUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance.

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 .

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