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. 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. E-Verify Program 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 [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. Hi, we’re HUB. In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control. About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

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