Client Service Associate

HB Wealth•Atlanta, GA

8d•Hybrid

About The Position

HB Wealth is a national, independent, fee-only wealth management firm headquartered in Atlanta, Georgia, with offices in several other states. Founded in 1989, the firm provides wealth advisory, investment management, and family office services primarily to high-net-worth individuals, families, and institutions. The firm reported more than $32 billion in assets under management as of June 30, 2026. HB Wealth is hiring a Client Service Associate for its Atlanta, Georgia location. The role focuses on client administration and supporting an assigned client advisory team, as well as other advisory teams as needed. The associate helps build and maintain client relationships by handling service requests, account administration, meeting preparation, records management, and related operational work. The firm describes its work environment as collaborative, inclusive, and supportive, and notes that the role can be performed remotely 40% of the time.

Requirements

Excellent written, verbal, and interpersonal communication skills, with the ability to build trust and work effectively across teams.
Highly organized and detail-oriented, with the ability to manage multiple priorities, administrative projects, and deadlines and maintain 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 and proactive, 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 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.
Benefits available from the first day of eligibility, including medical, dental, vision, telemedicine, disability coverage, and paid maternity and paternity leave.
Fun and welcoming office environment with monthly and quarterly events.
Ability to work remotely 40% of the time.
Cell phone stipend.
Equity Participation Plan.
Community involvement and philanthropy opportunities.
Continuous learning opportunities.
Comprehensive benefit package.