Top 3 Associate wealth advisor Jobs in Seneca, Sc

Client Service Associate, Retirement & Private Wealth
HUB International —Seneca, SC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Wellness program
- Paid parental leave
Advisor Development Program - Financial Solutions Advisor Trainee: Highway 123 Financial Center
Bank of America —Seneca, SC
- Full-time
- Office
- Bachelor's degree
- 1 year
1d
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

Related jobs to explore

Based on your search for associate wealth advisor

Financial Advisor - Vice President CFP
Confidential —Seneca, SC
Proficiency in financial analysis software, research tools, and technical accounting practices used within public accounting or asset management sectors.
$40,000 - $90,000 a year
Quick Apply
Client Service Associate, Retirement & Private Wealth
HUB International —Seneca, SC
Monitors and responds to client and vendor emails and phone calls. HUB International Limited (“HUB”) is one of the largest global insurance and employee…

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Asset Management, Securitized Private Credit Analyst - Associate/Vice President
JPMorganChase —Columbus, OH
Strong understanding of ABF credit and legal terminology, markets, underwriting corporate/securitized credit, including experience in credit and legal…
$150,000 - $222,000 a year
Financial Analysis, Associate
JPMorganChase —Columbus, OH
Perform variance analysis to understand the key drivers of the financials and provide commentary explaining changes from prior forecasts/budgets.

Show more jobs in cities nearby

I want to receive the latest job alert for associate wealth advisor in seneca, sc

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

associate wealth advisor jobs near seneca, sc

Victory Human Services jobs in Brockton, MA

Client Services Associate jobs in Kentucky

Client Services Associate jobs in Laguna Hills, CA

Client Services Associate jobs in Mountain View, CA

Financial Advisor jobs in Modesto, CA

Financial Advisor jobs in New Jersey

Financial Advisor jobs in Bellevue, WA

Financial Advisor jobs in Dayton, OH

Financial Advisor jobs in Spokane, WA

Wealth Management Advisor jobs in Edwardsville, IL

Property Management jobs in Arlington, VA

Wealth Management Advisor jobs in Fort Worth, TX

Wealth Management Advisor jobs in Davenport, IA

Academic Advisor jobs in St. Louis, MO

Wealth Management Advisor jobs in Valrico, FL

Student Advisor jobs in Los Angeles, CA

Client Service Associate, Retirement & Private Wealth

HUB International -
Seneca, SC

Apply Now

Job Details

Full-time

Benefits

Wellness program
Paid parental leave
Health savings account
Disability insurance
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
401(k) matching

Qualifications

Confidential information handling
Microsoft Excel
Microsoft Outlook

Full Job Description

About HUB International:

HUB International Limited (“HUB”) is one of the largest 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. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

What We Offer You:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Paid Parental Leave
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance, because that’s important for all of us!
Growth potential - HUB is constantly growing and so can your career!
Strong community support and involvement through HUB Gives

General Description:

The Client Services Associate oversees the administration of client services, including contacting clients for account reviews, assisting with non-trade related client requests, and processing administrative client account changes. This role supports client review preparation, CRM and reporting processes, and day-to-day service activities while developing foundational knowledge of financial planning and the firm’s value proposition.

Essential Duties & Responsibilities:

Acts as a liaison between clients and investment advisors.

Oversees scheduling of clients for account reviews, in person or remotely.

Prepares, submits, and follows up on new client paperwork.

Performs administrative support for client investment accounts, including but not limited to distributions, beneficiary changes, and contact information updates.

Maintains client records across various databases.

Monitors and responds to client and vendor emails and phone calls.

Assists investment advisors in preparation of materials for prospects and clients.

Prepares client communication materials in collaboration with advisors.

Maintains meeting documentation, notes, and internal follow-up items as directed.

Contributes positively to a collaborative, respectful, and client-focused workplace environment.

Participates in team meetings and supports shared goals and initiatives.

Embraces, promotes, and supports the direction, values, and goals of HUB.

Ensures a high level of customer service and client satisfaction through accuracy, responsiveness, and professionalism.

Monitors office supplies and kitchen inventory and is responsible for replenishment.

Provides coverage for other office employees when needed, related to non-trade investment activity only, through ongoing cross-training and collaboration.

Must be able to maintain regular and predictable attendance.

Other reasonable duties as assigned by your supervisor.

Work Experience & Education Requirements:

Prior experience in a customer support role at a financial institution preferred.

Excellent written and verbal communication skills.

Superior customer service and problem-solving skills.

Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook).

Detail-oriented self-starter.

Ability to work in a team environment.

Significant skill in handling competing demands and projects.

Excellent organizational skills and ability to prioritize and manage responsibility.

Must be thorough, detail-oriented, and capable of working with confidential information.

Ability to function independently with minimal supervision.

Some College (no degree)
No Licensures or certifications required

Department Account Management & Service

Required Experience: Less than 1 year of relevant experience

Required Travel: No Travel Required

Required Education: Some college (no 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

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.

Apply Now

Refine Your Search

associate wealth advisor jobs in seneca, sc

Client Service Associate, Retirement & Private Wealth

Advisor Development Program - Financial Solutions Advisor Trainee: Highway 123 Financial Center

Wealth Solutions Advisor

Related jobs to explore

Explore jobs in cities nearby

I want to receive the latest job alert for associate wealth advisor in seneca, sc

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected