Senior Client Account Services Analyst to join our Retirement & Private Wealth team in our Wilmington, MA office on a Hybrid work schedule.

SUMMARY OF RESPONSIBILITIES:

The Data Analyst supports Account Managers in the Retirement practice by performing the data loading, data entry, and data manipulation that drive plan administration. The role is responsible for the accurate and timely preparation of plan data - including census loads, recordkeeper file loads, asset reconciliation, and compliance testing inputs - enabling Account Managers to deliver compliance, government reporting, and client service in accordance with the practices, policies, and procedures of the Company.

SPECIFIC RESPONSIBILITIES:

Data & Recordkeeping

• Load and review data provided by clients and recordkeepers.
• Reconcile contributions and plan assets in preparation for Form 5500 filing.

Compliance Testing

• Prepare and compile data for compliance testing (e.g., top-heavy, 410(b), 402(g), ADP/ACP, 401(a)(4), (415).
• Prepare data for, and assist with the calculation of, employer contributions (e.g., match, profit sharing, new comparability).

Government Reporting

• Assist with the preparation of Form 5500, 8955-SSA, and other filing requirements.

Systems & Process Improvement

• Maintain the CRM (Customer Relationship Management) system by updating records, importing data, and helping build workflows.
• Provide support, training, and documentation for CRM users.
• Develop and maintain proficiency in all software required for the role, including Excel, ASC, the CRM, and vendor websites.
• Identify and implement workflow efficiencies using tools such as macros, AI assistants, and other process improvements.

REQUIRED QUALIFICATIONS:

• Bachelor's degree in Business, Finance, Data Analytics, Mathematics, or a related field OR commensurate experience.
• Strong proficiency with Microsoft Office products, particularly Excel.
• Comfortable working with and manipulating large data sets.
• Strong attention to detail, accuracy, and follow-through.
• Two or more years of relevant work experience in retirement plan administration or a similar role; candidates with internship or co-op experience will be considered.
• Ability to multitask, prioritize, and adhere to deadlines.
• Self-motivated, detail-oriented, and well-organized, with the ability to thrive in a team environment.
• Excellent organizational, interpersonal, verbal, and written communication skills.
• Experience with CRM platforms (data entry, record maintenance, or workflow configuration).

Preferred Qualifications

• Prior experience in business operations, insurance, or financial services
• Exposure to project management tools or methodologies
• Insurance industry experience

What We Offer You

At HUB International, we are invested in your success - both inside and outside of work. Our benefits are designed to support your well-being, fuel your growth, and help you build a secure future. We believe that when our people thrive, our clients and communities do too.

We are committed to continuous learning and career momentum. Whether you are just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you move forward with confidence.

Benefits you may enjoy as part of the HUB International team:

• Medical, Dental, Vision, and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
• 401(k) Savings Plan
• Life and Disability Plans
• Long-Term Care
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Flexible Work Arrangements
• Dress for Your Day Policy
• Comprehensive Onboarding and Continuing Education

Ready to take the next step? Apply today.

The expected salary range for this position is $64,285 to $114,285 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

*LI-AM

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent