Client Service Associate

HB Wealth; Atlanta (GA); On-site; USD 45,000 - 60,000; Full time

Job summary

A national wealth management firm is seeking a Client Service Associate in Atlanta, Georgia, to build and maintain client relationships. The role involves assisting with client requests, maintaining brokerage accounts, and supporting advisory teams. Candidates should have exceptional communication skills, be highly organized, and self-motivated. Proficiency in Microsoft Office and CRM software is required. This position is ideal for someone looking to impact client service positively within a collaborative environment.

Qualifications

• Ability to take direction from multiple sources with demonstrated follow through.
• High level of confidentiality is essential.
• Self-motivated and confident.
• Commitment to meeting established deadlines and managing time effectively.

Responsibilities

• Assist with client requests and inquiries regarding their accounts.
• Process and complete the opening, maintenance, and closing of client brokerage accounts.
• Serve as a point of contact for client and advisory team members.
• Assist with preparation for client meetings.
• Ensure compliance with firm cybersecurity policies.

Skills

Exceptional written and oral communication skills

Proficiency with Microsoft Office Suite

Strong interpersonal skills

Strong analytical and problem-solving skills

Highly organized with exceptional attention to detail

Client first attitude

Tools

CRM software

Portfolio Reporting software

Job description

Overview

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 client.

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. The individual’s time will be spent delivering superior customer service to clients.

Job Responsibilities

• Assist with client requests and inquiries regarding their accounts, including money transfers and the processing of checks, wires and other transactions.
• Process and complete the opening, maintenance, and closing of client brokerage accounts per client or advisory team request. Gather required documentation and review for accuracy and completeness prior to processing or submitting for action.
• Serve as a point of contact for client and advisory team members. Resolve client issues through independent research and collaboration with the underlying custodian or other advisory team members.
• Assist with preparation for client meetings.
• Update and verify client, account, or transaction details; maintain client files in CRM and the document management system to reflect appropriate updates.
• Complete client offboarding tasks.
• Ensure compliance with firm cybersecurity policies and safeguarding client’s personal information in all matters.
• Serve as a resource for colleagues in other departments.
• Complete special projects and other duties in support of the client and advisory team, as needed.

Required Qualifications

• Ability to take direction from multiple sources with demonstrated follow through.
• Exceptional written and oral communication skills.
• High level of confidentiality is essential.
• Ability to manage administrative projects.
• Commitment to meeting established deadlines and managing time effectively.
• Proficiency with Microsoft Office Suite as well as CRM and Portfolio Reporting software.
• Self-motivated and confident.
• 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.
• Positive attitude and strong work ethic.
• 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.
• Ability to successfully pass criminal background / credit check required.