Client Service Associate

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 Client Service Associate for our Palm Beach Gardens, Florida office. In this role, you will play a key part in building and sustaining strong client relationships while working within a highly collaborative, tight-knit team. You will be primarily responsible for client administration and will provide broad support to your designated advisory team, as well as other teams when needed. Your focus will be on delivering exceptional service and ensuring an outstanding client experience.

Job Responsibilities

• Handle client requests and inquiries, including money transfers, checks, wires, and ACHs.
• Process the opening, maintenance, and closing of client brokerage accounts, ensuring all required documentation is accurate and complete.
• Serve as a primary contact for clients and advisory team members, resolving issues through independent research and coordination with custodians or team colleagues.
• Assist with preparation for client meetings.
• Update and verify client, account, and transaction information; maintain accurate records in the CRM and document management system.
• Support client offboarding tasks.
• Ensure compliance with cybersecurity policies and protect client personal information.
• Act as a resource for colleagues across departments.
• Complete special projects and other tasks in support of clients and the advisory team as needed.

Requirements

• Able to take direction from multiple sources with strong follow-through.
• Excellent written and verbal communication skills.
• Maintains a high level of confidentiality.
• Capable of managing administrative projects.
• Committed to meeting deadlines and managing time effectively.
• Proficient with Microsoft Office Suite, CRM systems, and portfolio reporting tools.
• Self-motivated, proactive, and dependable.
• Thrives in a fast-paced, team-oriented environment.
• Client-focused with high integrity.
• Strong analytical and problem-solving abilities.
• Willing to assist wherever needed.

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
• Hybrid - Ability to work remotely 20%
• Cell phone stipend
• EPP

HB is an Equal Employment Opportunity Employer