Senior Client Service Associate

Charlotte, VT - USA

Monthly Salary: Not Disclosed

Posted on: 7 hours ago

Vacancies: 1 Vacancy

Job Summary

Full-time

Description

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 Senior Client Service Associate. In this role youll be instrumental in building and maintaining strong client the Senior Client Service Associate youll take the lead on client administration and provide comprehensive support to your assigned advisory team and other advisory teams on an as-needed basis. Youll also play a key role in mentoring and developing team members contributing to a collaborative and high-performing environment.

Job 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.

Requirements

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
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:

Senior IC

Full-timeDescriptionHB 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 Nashvill...