Client Service Associate

HB Wealth • Atlanta, GA

9d • Hybrid

About The Position

HB Wealth is a national, independent, fee-only wealth management firm headquartered in Atlanta, Georgia, with additional offices across Florida, Georgia, Maryland, North Carolina, South Carolina, and Tennessee. Founded in 1989, the firm provides wealth advisory, investment management, and family office services primarily to high-net-worth individuals, families, and institutions. HB reported over $32 billion in assets under management as of June 30, 2026.

The Client Service Associate is based in Atlanta, Georgia, and is instrumental in building and maintaining strong client relationships. The role is primarily responsible for client administration and provides a broad range of support to an assigned client advisory team and other advisory teams as needed.

HB describes its work environment as healthy, collaborative, inclusive, and respectful. The firm emphasizes fiduciary responsibility, learning, growth, community involvement, and making a meaningful impact for clients.

Requirements

• Excellent written, verbal, and interpersonal communication skills, including the ability to build trust and work effectively across teams.
• Strong organization, attention to detail, ability to manage multiple priorities, administrative projects, and deadlines, and reliable 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-motivation, proactivity, willingness to pitch in where needed, a positive attitude, and a 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 and special projects, and perform other duties as needed.

Benefits

• Competitive PTO and holiday policy
• 401(k) match
• Medical, dental, vision, telemedicine, disability, and other benefits, eligible from the first day
• Paid maternity and paternity leave
• Monthly and quarterly office events
• Ability to work remotely 40%
• Cell phone stipend
• Equity Participation Plan
• Community involvement and philanthropy opportunities
• Continuous learning opportunities

What This Job Offers

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