Teams at HUB International

Provide operational support for wealth advisors by managing account onboarding/offboarding, cashiering (wires/ACH/journals), custodial coordination, alternative investment operations, CRM and portfolio recordkeeping, compliance workflows, performance reporting, and technology platforms to ensure timely client and advisor service.

Serve as the front-line receptionist providing clerical and administrative support: greet guests, manage multi-line phones, process mail and shipments, perform data entry and basic office tasks, maintain reception and conference room readiness, and support departments on miscellaneous projects.

The Pharmacy Benefits Account Manager supports the HUB Pharmacy practice by managing data analysis, RFP processes, and client deliverables while engaging with pharmacy consultants and clients.