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HB Wealth · 6 hours ago

Client Service Associate

Towson, MD

Full-time

Hybrid

New Grad, Entry Level

$60K/yr - $80K/yr

HB Wealth is a national, independent, fee-only wealth management firm that provides wealth advisory services primarily to high-net-worth individuals and families. The Client Service Associate will be responsible for client administration and providing support to advisory teams, ensuring excellent customer service and maintaining strong client relationships.

BankingFinancial ServicesVenture Capital

Responsibilities

Assist with client requests and inquiries regarding their accounts, including money transfers and the processing of checks, wires and ACHs

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

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

Qualification

Client relationship managementMicrosoft Office SuiteCRM software proficiencyPortfolio Reporting softwareAnalyticalExceptional communication skillsInterpersonal skillsProblem-solving skillsHigh level of confidentialityOrganizational skillsTime managementPositive attitudeSelf-motivated

Required

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

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