Client Service Associate

Palm Beach, FL - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

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 Elevatedbringing 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 youll be instrumental in building and maintaining strong client relationships. As Client Service Associate you will have primarily responsible for client administration as well as providing a broad range of support to both their assigned client advisory team and other advisory teams on an as-needed basis. The individuals time will be spent delivering superior customer service to clients.

Job Responsibilities

Handle client requests and inquiries including money transfers checks wires and ACHs.
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 clients 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.

Requirements

Ability to take direction from multiple sources with demonstrated follow through.
Excellent 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.

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

Why HB is a great place to work

Employees enjoy the collaborative inclusive team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities our client base and the comprehensive benefit package round out the competitive compensation.

HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work meritocracy respect for others diversity and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected it is empowering it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference creativity and spirit. It is in our DNA and we like it that way.

Required Experience:

Position Summary

Job Responsibilities

Handle client requests and inquiries including money transfers checks wires and ACHs.
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 clients 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.

Requirements

Ability to take direction from multiple sources with demonstrated follow through.
Excellent 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.

Benefits