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HB Wealth · 3 months ago

Senior Client Service Associate

Charlotte

Full-time

Hybrid

Mid, Senior Level

1+ years exp

HB Wealth is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, seeking a Senior Client Service Associate. In this role, you will build and maintain strong client relationships, lead client administration, and provide comprehensive support to advisory teams while mentoring junior team members.

BankingFinancial ServicesVenture Capital

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

Qualification

Client relationship managementMicrosoft Office SuiteCRM software proficiencyPortfolio Reporting softwareAnalytical skillsCommunication skillsInterpersonal skillsAttention to detailTime managementTeam collaboration

Required

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

Company

HB Wealth

Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services.

Founded in 1989

Atlanta, Georgia, USA

201-500 employees