Client Service Associate

Description

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.

Position Summary

We are seeking a Client Service Associate for our Atlanta, Georgia location. In this role, you’ll be instrumental in building and maintaining strong client relationships. The Client Service Associate is primarily responsible for client administration as well as providing a broad range of support to both their assigned client advisory team and other advisory teams on an as-needed basis.

Job 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.

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.

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

Why HB is a great place to work

Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation.

HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.