HB Wealth

Compensation

Full Description

Job Type Full-time 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 $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. Position Summary HB is seeking a Senior Client Service Associate. In this role, you’ll be instrumental in building and maintaining strong client relationships. As a Senior Client Service Associate, you’ll take the lead on client administration and provide comprehensive support to your assigned advisory team and other advisory teams on an as-needed basis. You’ll also play a key role in mentoring and developing team members, contributing to a collaborative and high-performing environment. Job Responsibilities • Handle client requests and inquiries, including money transfers, checks, wires, and ACHs. • Open, maintain, and close brokerage accounts; gather and verify required documentation. • Serve as a primary contact for clients and advisory team members; anticipate needs, resolve issues, and coordinate with custodians as needed. • Prepare for and follow up on client meetings. • Maintain accurate client, account, and transaction records in the CRM and document systems, including offboarding tasks. • Ensure compliance with cybersecurity policies and protect client information. • Support new hire training, mentor team members, and assist colleagues across departments. • Recommend process improvements and support special projects as needed. Requirements • Ability to take direction from multiple sources with demonstrated follow through. • Excellent written and oral communication skills. • High level of confidentiality. • Ability to manage administrative projects. • Commitment to meeting established deadlines and managing time effectively. • Client first attitude, professional demeanor, personal integrity, and an understanding of fiduciary responsibility. • Highly organized with exceptional attention to detail and excellent follow-through. • High initiative and comfort working in an entrepreneurial, fast-paced environment. • Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of colleagues. • Willingness to "pitch in" when necessary. • Strong analytical and problem-solving skills. • Minimum of 18 months of experience in a client service associate role. • Proficiency with Microsoft Office Suite as well as CRM and Portfolio Reporting software. • Expertise to be primary Client Service Associate on 22-220 client relationships (segment dependent). • Ability to successfully pass criminal background / credit check required. 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 20% • Cell phone stipend • EPP 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.