Client Service Associate

HB Wealth; Towson (MD); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive PTO/holiday policy

401(k) match

Eligible for benefits from day one

Paid maternity/paternity leave

20% remote work flexibility

Cell phone stipend

Job summary

A national wealth management firm in Towson is seeking a Client Service Associate to build strong client relationships and focus on client administration. This role involves assisting with client requests, account maintenance, and ensuring compliance with cybersecurity policies. The ideal candidate should have exceptional communication skills, proficiency with Microsoft Office, and a client-first attitude. The position offers competitive benefits including a flexible work environment, 401(k) match, and professional development opportunities.

Qualifications

• Ability to take direction from multiple sources with demonstrated follow-through.
• High level of confidentiality.
• Self-motivated and client-first attitude.

Responsibilities

• Assist with client requests and inquiries regarding accounts.
• Process client brokerage accounts and ensure documentation accuracy.
• Update and verify client details in CRM.

Skills

Exceptional written and oral communication

Project management

Proficiency with Microsoft Office

Strong analytical and problem-solving skills

High organization and attention to detail

Interpersonal skills

Tools

CRM software

Portfolio reporting software

Job description

Client Service Associate – Towson, Maryland

HB Wealth is a national, independent, fee‑only wealth management firm headquartered in Atlanta, GA, with additional offices throughout the United States. Founded in 1989, we provide wealth advisory services, investment management, and family office services to high‑net‑worth individuals, families, and institutions. With over $29 billion in assets under management as of October 31 2025, we deliver The Fiduciary Standard alongside elevated client service.

We’re looking for a Client Service Associate to build and maintain strong client relationships at our Towson office. The role focuses on client administration and delivering superior customer service to clients and advisory teams.

Responsibilities

• Assist with client requests and inquiries regarding accounts, including money transfers, checks, wires, and ACHs.
• Process opening, maintenance, and closing of client brokerage accounts, ensuring documentation accuracy.
• Serve as a point of contact for clients and advisory team members; resolve issues through research and collaboration.
• Support preparation for client meetings.
• Update and verify client, account, or transaction details; maintain files in CRM and document management system.
• Handle client offboarding tasks.
• Ensure compliance with cybersecurity policies and protect client information.
• Act as a resource for colleagues across departments.
• Complete special projects and other duties as needed.

Required Skills and Experience

• Ability to take direction from multiple sources with demonstrated follow‑through.
• Exceptional written and oral communication skills.
• High level of confidentiality.
• Project management ability.
• Commitment to meeting deadlines and managing time effectively.
• Proficiency with Microsoft Office, CRM, and portfolio reporting software.
• Self‑motivated, confident, and client‑first attitude.
• Professional demeanor, personal integrity, and fiduciary understanding.
• Highly organized with attention to detail.
• High initiative and comfort in an entrepreneurial, fast‑paced environment.
• Positive attitude and strong work ethic.
• Strong interpersonal skills for team partnership and trust.
• Willingness to “pitch in” when necessary.
• Strong analytical and problem‑solving skills.
• Requires successful criminal background/credit check.

Benefits

• Competitive PTO/holiday policy
• 401(k) match
• Eligible for benefits from day one (medical, dental, vision, telemed, disability)
• Paid maternity/paternity leave
• Fun and welcoming office environment; monthly and quarterly events
• 20% remote work flexibility
• Cell phone stipend
• EPP

Why HB is a great place to work

Employees enjoy an inclusive team environment, community involvement, continuous learning, and a competitive compensation package.

HB is an Equal Employment Opportunity Employer. We invite professionals who share values of hard work, meritocracy, respect, diversity, and community commitment.

Salary Description

$60k – $80k + annual bonus potential

Seniority level

Entry level

Employment type

Full-time

Job function

Other