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About the Role
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.
Responsibilities
- 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.
- 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.
- 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.
- 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.
Requirements
- 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.
- Comfortable working with data: pulling reports, formatting outputs, and identifying key takeaways.
- Excellent written and verbal communication skills.
- 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.
- 2-5 years of relevant experience
Skills
- Organization
- Data analysis
- Client relationship management
- Reporting
- Microsoft Office Suite
- CRM systems
Location
- North America
Work Type
- Flexible Work Arrangements
Experience Level
- 1-3 years
- 2-5 years
Education Level
- Associate degree (2-year degree)
- Bachelor's degree
Benefits
- 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
- Continuing Education
- Flexible Work Arrangements
- Dress for Your Day Dress-Code
About the Company
- Join our Stevie Award Winning Team at HUB International!
- HUB International is 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.
- 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.
- HUB fosters 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.
- FinPath is HUB's proprietary total workplace wellness solution for employers of all sizes.
- FinPath is 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.
Equal 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.
- HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process.
- HUB International Limited participates in E-Verify.