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About the Role

The Wealth Advisor Services Associate is an integral part of the HUB Investment Partners (HIP) team, responsible for delivering a seamless client and advisor experience across all operational and service functions. This role requires strong attention to detail, the ability to manage multiple priorities in a fast-paced environment, and a thorough understanding of custodial and investment operations.

Responsibilities

• Manage the end-to-end account onboarding and offboarding process, including preparation and submission of new account documentation, Docusign workflows, and custodial account setup.
• Process and coordinate cashiering requests including wire transfers, ACH, journals, and distributions across custodial platforms.
• Support alternative investments operations, including subscription document preparation, capital call coordination, and investor statement management.
• Serve as a liaison between advisors, clients, and custodians to ensure timely resolution of service requests and account-level issues.
• Maintain accurate and up-to-date client records across CRM and portfolio accounting systems, including account data, contact information, and relationship details.
• Coordinate and track client and advisor action items to ensure thorough follow-through and documentation.
• Support compliance workflows including documentation collection, record retention, and preparation of regulatory communications.
• Assist with performance reporting and client meeting preparation in coordination with advisors and the operations team.
• Participate in the development and maintenance of operational workflows, identifying opportunities to improve efficiency and reduce client friction.
• Support technology platforms used by the team including Orion, RightCapital, ClickUp, Microsoft Dynamics, and custodial portals.
• Attend and participate in team meetings, training, and learning opportunities to stay current on industry practices, compliance requirements, and firm procedures.
• Perform other duties as assigned.

Requirements

• High school diploma required; bachelor's degree preferred.
• 2+ years of experience in wealth management, financial services, or a related operations role preferred.
• Prior experience with custodial platforms in a wealth management or RIA environment a plus.
• Strong working knowledge of custodial operations and account administration processes.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, Teams) and document management tools.
• Experience with CRM and portfolio management platforms; familiarity with Orion and Microsoft Dynamics a plus.
• Exceptional attention to detail and ability to manage multiple tasks simultaneously.
• Strong verbal and written communication skills.
• Ability to work independently and collaboratively in a team environment.
• Client-first mindset with a proactive approach to problem-solving and follow-through.
• Work is generally sedentary in nature but may require standing and walking for up to 10% of the time.
• The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc.
• Work is generally performed within an office environment, with standard office equipment available.

Skills

• Microsoft Office Suite (Word, Excel, Outlook, Teams)
• Document management tools
• CRM platforms
• Portfolio management platforms
• Orion
• Microsoft Dynamics
• Custodial operations
• Account administration processes

Location

• 900 S Capital of TX Hwy, Austin, TX

Work Type

• Hybrid
• Full Time

Experience Level

• Associate
• 1-2 years of relevant experience

Education Level

• High school diploma
• Bachelor's degree preferred

Salary/Compensations

• $26.00-$30.00 per hour + 6% yearly discretionary bonus

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k) plus match
• Company Paid STD
• Life Insurance
• parental leave
• 2 weeks of vacation
• sick leave
• floating holiday’s

About the Company

• HUB is a 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.
• We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.
• 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.

Equal Opportunity

• 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 HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.