Client Service Associate

HB Wealth • Atlanta, GA

7d • Hybrid

About The Position

HB Wealth (“HB”) is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN.

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 $32 billion in assets under management as of June 30, 2026, 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.

Requirements

• Excellent written, verbal, and interpersonal communication skills, with the ability to build trust and work effectively across teams.
• Highly organized, detail-oriented, and able to manage multiple priorities, administrative projects, and deadlines with strong follow-through.
• Ability to take direction from multiple stakeholders and thrive in a fast-paced, entrepreneurial environment.
• High level of confidentiality, professionalism, personal integrity, and commitment to fiduciary responsibility.
• Self-motivated, proactive, and willing to pitch in where needed, with a positive attitude and strong work ethic.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Office Suite, CRM, and portfolio reporting software.
• Ability to successfully pass a criminal background and credit check.

Responsibilities

• Support client requests and account servicing, including transfers, checks, wires, and ACHs.
• Open, maintain, and close client brokerage accounts, ensuring all documentation is complete and accurate.
• Serve as a key point of contact for clients and advisory team members, resolving issues through research and collaboration.
• Assist with preparation for client meetings.
• Maintain accurate client, account, and transaction records in CRM and document management systems.
• Manage client offboarding activities.
• Help safeguard sensitive information in accordance with firm cybersecurity policies.
• Support cross-functional teams, special projects, and other duties as needed.

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
• Equity Participation Plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed