Client Relationship Manager - Retirement Plan Consultant

Summary:

We are looking for a professional, organized, detail-oriented team player to join HUB International Retirement & Private Wealth.  We have 600 locations in North America with 20,000 employees serving over 10,000 retirement plans.

In this role, you will:

• Build, maintain, and strengthen our relationships with our retirement plan clients;
• Responsible for proactive relationship management with clients and external partners;
• Build strategies to overcome any challenges or goals a client may have each year;
• Manage multiple client service requests daily through telephone and email;
• Have responsibility for presenting quarterly investment reports to our retirement committees as part of our 3(21) and 3(38) Investment Fiduciary services;
• Work closely with our vendor partners in servicing our clients;
• Assist the sales team in prospecting for potential new customers or new services our company could provide;
• Review of meeting materials for meetings using Microsoft Office (Outlook, Word, PowerPoint, Excel) and proprietary reporting systems;
• Assist with client events, client support, and special projects;
• Be willing to be part of team that helps each other meet our goals to grow our book of clients.

Valuable experience for someone applying for this job:

• Securities licensing (Series 65); is required or something a candidate would be required within 60-days of employment.
• AIF, CPFA, CFP designations would be beneficial but not required in role;
• Background in retirement plan and investments including 401(k), 403(b) 457(b) Pension, ESOP, and PEPs;
• Experience with retirement plan design options and compliance topics;
• Comfortable speaking with people on the in group settings or on the phone, with a positive attitude, and professional interpersonal skills;
• Comfortable speaking to large groups like client training or participant education;
• Project management experience with working on several projects with different timelines simultaneously;
• Strong attention to detail and organizational skills;
• Independent person able to problem solve and work well without oversight;
• Proficient in Microsoft Office including Word, Excel, PowerPoint and Outlook;
• Also, helpful to have experience with Sales Force or client management data bases.

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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