About Us At Hux Capital Management, we provide advanced planning and financial coaching built around real access to real people. Rooted in South Louisiana, we serve families, executives, and business owners nationwide with retirement, wealth, and legacy planning.

Our core values:

Fiduciary First, Real Access to Real People, Genuine Partnership, Trust, Honor, Respect, Innovation, Excellence, and Coaching. Position Overview We are seeking a detail-oriented, process-driven Client Servicing Specialist to manage client onboarding, administrative workflows, and insurance carrier communications with high accuracy, professionalism, and discretion.

Primary Responsibilities Client Onboarding & Servicing:

Guide clients through account setup, funding, investment model requests, and documentation.

Carrier & Partner Coordination:

Primary contact for insurance/financial carriers regarding applications, policy issuance, indexing, and account processing.

Documentation & Tracking:

Prepare, submit, and track applications, transfers, illustrations, reallocations, and review schedules.

Multi-Channel Communication:

Communicate professionally with clients, carriers, and advisors via phone, email, text, and Zoom.

CRM & Recordkeeping:

Maintain accurate, compliant electronic client records and transaction logs.

Operational Support:

Assist leadership with daily administrative priorities and operational tasks.

Qualifications Experience:

Background in client service, administration, or operations (wealth management/insurance experience preferred).

Technical Skills:

Proficient in MS Office, Google Workspace, Adobe Acrobat, DocuSign, macOS, and CRM systems.

Core Strengths:

Exceptional organization, strict confidentiality, and ability to handle detailed, repetitive financial workflows.

Aptitude:

Willingness to learn complex financial, retirement, and estate planning concepts. Compensation & Benefits Hourly Rate (Part-Time Evaluation Period): $16.00 - $18.00 per hour (based on experience) during an initial 60-day training/evaluation period (9:00 AM - 3:00 PM, Monday - Thursday).

Full-Time Base Salary:

Transition to a competitive, industry-aligned salaried position upon successful completion of the evaluation period (expanding toward an 8:00 AM - 4:00 PM, Monday - Friday schedule).

Incentive Compensation:

Quarterly bonus opportunities available once full-time status is achieved, contingent on company milestone targets.

Paid Vacation:

5 calendar days in Year 1; 10 calendar days in Year 2; 15 calendar days in Year 3 and beyond.

Paid Sick/Personal Days:

5 paid sick/personal days annually upon full-time status, increasing by 1 day per year after 3 years of service (up to a maximum of 10 days).

Paid Holidays:

10 fully paid company holidays annually upon full-time status (Good Friday, Memorial Day, Independence Day, Labor Day, Veterans Day, Thanksgiving Day, Day after Thanksgiving, Christmas Eve, Christmas Day, New Year's Eve, New Year's Day).

Medical/Insurance Allowance:

$200 monthly allowance toward coverage after 2 years of full-time employment. Disclaimer This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for the successful execution of this role. Duties, responsibilities, and activities may change, or new ones may be assigned, at any time with or without notice. Hux Capital Management is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

Pay:

$16.00 - $18.00 per hour Expected hours: 24.0 - 40.0 per week

Benefits:

Paid time off Ability to

Commute:

Lafayette, LA 70503 (Required)

Work Location:

In person