Client Success Associate

Job Title: Client Success Manager Location: Remote Classification: Full Time Reports To: VP of Financial Wellness Compensation: $75,000-$80,000 plus 10% yearly discretionary bonus Scheduled Hours: Monday-Friday: 8:00am-5:00pm About Us: 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 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. 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 21,000 professionals in 600 offices across North America. About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to [... source excerpt omitted ...] oss the United States. We provide financial peace of mind and top-of-class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team. 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. Job Summary: We are seeking a Client Success Manager (CSM) to join th [... source excerpt omitted ...] plays a key role in strengthening client relationships, driving employee engagement with the FinPath program, and supporting internal operations that ensure seamless delivery and client satisfaction. This role requires a balance of strategic relationship management, proactive communication, and operational excellence. Key Responsibilities: Client Engagement Develop, nurture, and manage strong client relationships to enhance satisfaction, increase adoption and engagement, and ensure long-term retention. Lead the client onboarding process, ensuring smooth implementation and timely program launches. Maintain accurate and up-to-date client information, correspondence, and act