Client Onboarding Specialist

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

Discover a Career That Empowers You - Join HUB International

At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it.

In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve.

We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America. We bring together the resources of a global firm and the agility of a regional team, giving you the tools, support, and community you need to grow throughout your career.

Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a specialized practice area, you will find that your voice matters here. Your work has purpose. And your potential has no ceiling.

We would love for you to explore what is possible at HUB International.

We currently have an opportunity for an Operations Associate to join our RPW team.

Role Summary

We are seeking a detail-oriented operations professional to manage new client account review and approval as part of our client onboarding process. This role ensures all new account documentation is complete, accurate, and meets firm and regulatory standards before accounts are activated — serving as a key quality control function within the operations team.

Key Responsibilities

Review new client account documentation for completeness and adherence to firm policies and regulatory requirements

Serve as an authorized approver for new account onboarding

Identify and resolve documentation deficiencies in coordination with advisors and client service staff

Maintain accurate records in accordance with RIA recordkeeping standards

Escalate issues to compliance as appropriate

Support continuous improvement of onboarding workflows and documentation standards

Qualifications

2+ years of experience in RIA or financial services operations

Series 65 or Series 66 license strongly preferred

Familiarity with investment advisory agreements, custodial account documentation, and suitability requirements

High attention to detail with ability to manage volume while maintaining accuracy

Strong communication skills for cross-functional coordination with advisors and compliance

Preferred Experience

Prior experience in a new account review or onboarding approval capacity

Experience with major custodial platforms (e.g., Schwab, Fidelity, LPL Financial)

Familiarity with TAMPs (e.g., Envestnet, SEI, AssetMark, Orion Portfolio Solutions)

Proficiency with Orion, Dispatch, and Microsoft Dynamics CRM

What We Offer You

At HUB International, we are invested in your success - both inside and outside of work. Our benefits are designed to support your well-being, fuel your growth, and help you build a secure future. We believe that when our people thrive, our clients and communities do too.

We are committed to continuous learning and career momentum. Whether you are just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you move forward with confidence.

Benefits you may enjoy as part of the HUB International team:

· Medical, Dental, Vision, and Prescription Drug Coverage

· Health Plan Reimbursement Program

· Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)

· 401(k) Savings Plan

· Life and Disability Plans

· Long-Term Care

· Employee Assistance Program (EAP)

· Comprehensive Wellness Program

· Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance

· Low-Cost Loan Program and Student Loan Resources

· Vacation, Holiday, Sick, and Personal Time Off

· Flexible Work Arrangements

· Dress for Your Day Policy

· Comprehensive Onboarding and Continuing Education

Ready to take the next step? Apply today.

The expected salary range for this position is $35.89 an hour to $41.02 an hour and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

What we offer you

We invest in your growth. HUB offers structured training, licensing support , and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.

• •Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
• •Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• •A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at HUBRecruiting@HUBIn