Specialist, Client Service Operations
Specialist, Client Service Operations
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
HB Wealth (HB) is a leading feeonly financial planning and investment advisory firm headquartered in Atlanta GA with two other offices in the metroAtlanta area and additional offices in Palm Beach Gardens FL Tampa FL Nashville TN Columbia SC Augusta GA Towson MD and Columbia MD. Established in 1989 HBs employees work together collaboratively from all locations to provide comprehensive financial planning and investment management services primarily to highnetworth individuals. Total client assets under management are over $18 billion as of December 31 2024. At HB we pride ourselves on creating a healthy work environment where everyone is respected and valued and we are continually looking for talented individuals with a passion to learn grow collaborate and bring new ideas to our firm.
If you think youd be a great fit at HB but dont see an open position that fits your skill set send us your resume anyway so that we have it on file for any future job openings! Please click on the View All Jobs hyperlink below and click the Share Your Information button at the bottom of the page.
HB will be seeking a Client Operations Specialist to become a member of our Client Services team in our Buckhead (Atlanta) location. This position will be opening in Q3 of 2025 (July/Aug) and serves as critical support liaison between HB wealth managers clients and the rest of our internal Operations team. Responsibilities will include but not be limited to:
- Proactively resolve client inquiries including significant direct client contact
- Assist advisors with client meeting preparation and meeting followup
- Prepare and Process investment account applications account transfers money movement authorizations alternative investment subscriptions etc.
- Prepare customized client reports
- Input and maintain client information within CRM custodians and alternative asset databases
- Track outstanding client transfers and purchases/redemptions of alternative assets.
- Organize and track activities / action items
- Other duties as assigned
- Bachelors degree preferred; business related field preferred
- Proficiency in Excel required
- Excellent written and verbal communication skill
- Excellent attention to detail
- 35 years of operations experience in the financial services industry preferred but not required
- Must be able to work independently as well as collaboratively within a team
- 17 days annual PTO 10 annual holidays observed
- 401k match
- Strong day 1 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
- Paid parking/commuter stipend
Required Experience:
Unclear Seniority
Employment Type
Full-Time
