Client Services Associate

Discover a Career That Empowers You — Join HUB International!

 

At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people.

 

Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team.

 

As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation.

 

Explore your future with HUB International. Let’s grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits — HUB is the place for you.

 

We are looking for an Client Services Associate to join our Retirement & Private Wealth team on a Hybrid work schedule.

Responsibilities:

• • Partner with the Connie, under oversight of Operations Manager, to review design and implement updated file naming conventions and folder structures
• • Review, reconcile, and validate multiple versions of recovered client data to identify the most accurate and complete records
• • Migrate verified data into the live client data drive, ensuring accuracy, consistency, and adherence to organizational standards
• • Perform data integrity checks, flag discrepancies, and escalate unresolved issues as needed
• • Document finalized standards, note exceptions or legacy constraints, and provide status updates throughout the project
• • Archive or decommission outdated, duplicate, or obsolete files per guidance

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

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.

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