Client Onboarding Associate

HB Wealth • Atlanta, GA

2d • Hybrid

About The Position

HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA. Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $29 billion in assets under management as of October 31, 2025, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated—bringing unwavering financial peace of mind to the clients we are privileged to serve. At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.

HB is seeking a Client Onboarding Associate. In this role, you will serve as a process owner and primary liaison for the new client onboarding experience, partnering closely with Advisory teams, Operations, Compliance, and custodians to ensure a seamless and timely transition for new clients.

Requirements

• 1–3 years of experience in a client service or onboarding role within the financial services industry.
• Familiarity with custodians such as Charles Schwab, Fidelity, and Pershing.
• Strong project management, organizational, and time-management skills.
• Self-starter with initiative, confidence and exceptional attention to detail who can balance multiple projects and demands in a fast-paced, dynamic, and entrepreneurial environment.
• Exceptional written and verbal communication skills.
• Positive attitude and strong work ethic.
• High level of professionalism, confidentiality, and fiduciary mindset.
• Strong interpersonal skills with the ability to partner effectively in a team and earn the trust and confidence of colleagues.
• Willingness to "pitch in" when necessary.
• Strong analytical and problem-solving skills.
• Proficiency with Microsoft Office Suite, CRM systems, and portfolio reporting software.
• Associate degree or equivalent client service experience; bachelor’s degree preferred.
• Ability to successfully pass criminal background / credit check required.

Nice To Haves

• Opportunities to contribute to process improvement and efficiency initiatives.
• Involvement in onboarding team growth, training, and documentation as the team scales.

Responsibilities

• Act as the project manager for all operational and administrative aspects of the client onboarding process, including engagement documents, account opening, portfolio setup, and recurring process tracking.
• Clearly communicate onboarding timelines and expectations, and proactively follow up with Advisors, Compliance, Operations, and custodians to ensure onboarding stays on track.
• Prepare and process custodian paperwork such as account opening, letters of authorization and other operational documents, guiding them through review and approval workflows.
• Coordinate with internal teams, custodians, and clients to ensure a timely and efficient transition; independently research and resolve onboarding-related issues.
• Serve as a subject-matter resource for onboarding procedures, systems, and guidelines.
• Communicate business needs clearly to internal and external stakeholders and assist in driving requests through various workflows and systems.
• Update and verify client, account, and transaction details; maintain accurate records within CRM and document management systems.
• Ensure compliance with firm operating, cybersecurity, risk, and regulatory policies while safeguarding client information.
• Seek to understand the needs of our clients, provide superior services to meet those needs and to earn their trust, respect, and confidence.
• Support the onboarding team with special projects and initiatives as needed.
• Commitment to meeting established deadlines and managing time effectively.

Benefits

• Competitive PTO/Holiday policy
• 401k match
• 1st day eligible benefits offering; medical, dental, vision, telemed, disability, +
• Paid Maternity/Paternity leave
• Fun and welcoming office environment with monthly and quarterly events
• Ability to work remotely 40%
• Cell phone stipend
• EPP

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree