HUB International is seeking a Client Relationship Manager in Pasadena to oversee day-to-day service of employer-sponsored retirement plans, including 401(k) and 403(b). You will be the primary contact for plan sponsors and coordinate with recordkeepers, TPAs, auditors, payroll, and HUB teams, focusing on service and retention.
Responsibilities include onboarding, ongoing relationship management, plan design discussions, investment and vendor coordination, and ensuring accurate records in
