Client Success Associate

Join our Stevie Award Winning Team at HUB International! When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. In addition to winning the Gold Stevie Award for Employer of the Year in 2023, HUB is honored to be recognized by Forbes as one of America's Best Large Employers in 2024. HUB also won the Insurance Business America's 5-Star Diversity, Equity, and Inclusion Award for the past two years. Becoming a part of HUB means that you have the opportunity to thrive in a diverse, entrepreneurial, and fast paced team environment supported by over 19,000 professionals in 600 offices across North America. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. FinPath by HUB FinPath is HUB's proprietary total workplace wellness solution for employers of all sizes. We are built around the mission of helping employees move from financial safety to financial freedom. By reducing financial stress in the workplace, FinPath supports both individual well-being and organizational performance. We currently have an opportunity for a Client Success Associate (CSA) to join the FinPath Team . The Client Success Associate plays a vital support role within the FinPath team, working closely alongside Client Success Managers and the Director of Operations to ensure seamless program delivery and an exceptional client experience. This role is ideal for someone who thrives on organization, loves digging into data, and takes pride in making the people around them more effective. The CSA handles critical pre-launch, reporting, and operational tasks that allow CSMs to stay focused on client relationships — and over time, will grow toward direct client-facing involvement. Client Success Associate Job Responsibilities Client Engagement Maintain client information, correspondence, and activity records in the CRM. Support onboarding logistics, platform configuration checks, and on-time program launches. Support client-specific educational events, coordinating with the Financial Coaching team to confirm presenter, topics, and other event logistics. Coordinate client-facing materials and marketing requests with the Marketing team Program flyers, Open Enrollment events, Benefits Fairs, etc. Prepare CSMs for client meetings by reviewing client data and surfacing key metrics and notable items in advance. Participate in client meetings to build client context, and presenting data and report highlights as appropriate. Reporting & Data Coordinate with FinPath’s Data Analyst to fully prepared client reports for client and CSMs. Aggregate and format client engagement data and pull relevant metrics for CSM review, including: Workshop/webinar attendance Quarterly educational campaigns Team Operations Support the Director of Operations with implementation activities, including deliverables, timelines, and internal readiness ahead of key milestones. Monitor the client accounts for outstanding census files, benefits guide updates, and enrollment deadlines. Coordinate with Account  to track the client invoicing status and follow-up as appropriate with applicable parties. Collaborate cross-functionally with Marketing, Sales, and Operations to keep client deliverables on track. Maintain accurate records of task status and deliverable progress within the CRM and project management systems. Maintain clean file systems, ensuring all client deliverables are saved appropriately in the team systems. Support CSMs on day-to-day client administration and operational questions. Qualifications Bachelor's degree 1–3 years of experience in a client services, operations, or coordinator role; experience in financial wellness, employee benefits, or a SaaS environment is a plus. Strong organizational skills and exceptional attention to detail — you catch what others miss. Comfortable working with data: pulling reports, formatting outputs, and identifying key takeaways. Excellent written and verbal communication skills; able to work effectively with internal stakeholders and, over time, client contacts. Self-starter who can manage multiple tasks simultaneously and flag issues proactively without being prompted. Proficiency in Microsoft Office Suite; familiarity with CRM systems is a plus. What We Offer You At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity! Benefits you may enjoy working at HUB: Medical, Dental, Vision and Prescription Drug Coverage Health Plan Reimbursement Program Health Savings Account (HSA) 401(k) Savings Plan Employee Assistance Program (EAP) Comprehensive Wellness Program Flexible Spending Accounts (FSAs) Life and Disability Plans Long-Term Care Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more! Low-Cost Loan Program and Student Loan Resources Vacation, Holiday, Sick, and Personal Time Off Comprehensive Onboarding Continuing Education Flexible Work Arrangements Dress for Your Day Dress-Code Employee Resource Groups and Voices of HUB Employee Groups All HUB employees have an opportunity to get personally involved in our efforts to be an inclusive company where everyone is heard, valued, re