{"id":1404229,"url":"https://alion.io/job/hubinternational-client-success-associate","title":"Client Success Associate","company":{"id":1768415,"name":"HUB International","domain":"hubinternational.com","url":"https://alion.io/company/hubinternational-com","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":84,"open_postings":90,"ghost_share":0,"stale_share":0.644,"repost_share":0,"time_to_fill_p50_days":41,"computed_at":"2026-10-23T05:54:15Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Austin, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":30000,"max_usd":56000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1202},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":true}],"status":"live","first_seen_at":"2026-09-24T00:00:00Z","employer_posted_date":"2026-09-24","last_verified_at":"2026-10-23T11:16:40Z","board_verified":true,"closed_at":null,"days_open":30,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":30},"description":"Join our Stevie Award Winning Team at HUB International!\nWhen 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.\nIn 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.\nWe 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.\nFinPath by HUB\nFinPath 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.\nWe currently have an opportunity for a Client Success Associate (CSA) to join the FinPath Team.\nThe 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.\nClient Success Associate Job Responsibilities\nClient Engagement\nMaintain client information, correspondence, and activity records in the CRM.\nSupport onboarding logistics, platform configuration checks, and on-time program launches.\nSupport client-specific educational events, coordinating with the Financial Coaching team to confirm presenter, topics, and other event logistics.\nCoordinate client-facing materials and marketing requests with the Marketing team\nProgram flyers, Open Enrollment events, Benefits Fairs, etc.\nPrepare CSMs for client meetings by reviewing client data and surfacing key metrics and notable items in advance.\nParticipate in client meetings to build client context, and presenting data and report highlights as appropriate.\nReporting & Data\nCoordinate with FinPath’s Data Analyst to fully prepared client reports for client and CSMs.\nAggregate and format client engagement data and pull relevant metrics for CSM review, including:Workshop/webinar attendance\nQuarterly educational campaigns\n\nTeam Operations\nSupport the Director of Operations with implementation activities, including deliverables, timelines, and internal readiness ahead of key milestones.\nMonitor the client accounts for outstanding census files, benefits guide updates, and enrollment deadlines.\nCoordinate with Account to track the client invoicing status and follow-up as appropriate with applicable parties.\nCollaborate cross-functionally with Marketing, Sales, and Operations to keep client deliverables on track.\nMaintain accurate records of task status and deliverable progress within the CRM and project management systems.\nMaintain clean file systems, ensuring all client deliverables are saved appropriately in the team systems.\nSupport CSMs on day-to-day client administration and operational questions.\nQualifications\nBachelor's degree\n1-3 years of experience in a client services, operations, or coordinator role; experience in financial wellness, employee benefits, or a SaaS environment is a plus.\nStrong organizational skills and exceptional attention to detail - you catch what others miss.\nComfortable working with data: pulling reports, formatting outputs, and identifying key takeaways.\nExcellent written and verbal communication skills; able to work effectively with internal stakeholders and, over time, client contacts.\nSelf-starter who can manage multiple tasks simultaneously and flag issues proactively without being prompted.\nProficiency in Microsoft Office Suite; familiarity with CRM systems is a plus.\nWhat We Offer You\nAt 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!\nBenefits you may enjoy working at HUB:\nMedical, Dental, Vision and Prescription Drug Coverage\nHealth Plan Reimbursement Program\nHealth Savings Account (HSA)\n401(k) Savings Plan\nEmployee Assistance Program (EAP)\nComprehensive Wellness Program\nFlexible Spending Accounts (FSAs)\nLife and Disability Plans\nLong-Term Care\nIdentity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!\nLow-Cost Loan Program and Student Loan Resources\nVacation, Holiday, Sick, and Personal Time Off\nComprehensive Onboarding\nContinuing Education\nFlexible Work Arrangements\nDress for Your Day Dress-Code\nEmployee Resource Groups and Voices of HUB Employee Groups\nAll HUB employees have an opportunity to get personally involved in our efforts to be an inclusive company where everyone is heard, valued, respected and everyone can be their authentic selves. An easy way to get involved is to join one of our Employee Resource Groups (ERGs) or one of the Voices of HUB Employee Groups.\nCurrently we have two ERGs:\nHUB Women Network\nHUB Black Inclusion Network\nOur Voices of HUB Groups are:\nAsian Pacific Islander Voices\nHispanic Voices\nHUB Young Professional Enrichment (HYPE)\nIndigenous Voices\nPride Voices\nMilitary Veterans/Military Spouses & Families Voices\nEmployees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy: Talent - the attraction, recruitment, and hiring of the best diverse talent; Culture - creating a culture of Inclusion and Belonging; and Community - having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy.\nApply today!\nDepartment Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: NegligibleRequired Education: Associate degree (2-year degree)Equal Employment 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.\nReasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at . This contact information is for accommodation requests only and should not be used to inquire about the status of an application.\nE-Verify: HUB International Limited participates in E-Verify. 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