Client Onboarding Associate

Atlanta, GA - USA

Monthly Salary: Not Disclosed

Posted on: 9 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 to hire two (2) Client Onboarding Associates for our Atlanta GA this role you will serve as a process owner and primary liaison for the new client onboarding experience partnering closely with Advisory teams Operations Compliance and custodians to ensure a seamless and timely transition for new clients.

Key Responsibilities

Act as the project manager for all operational and administrative aspects of the client onboarding process including engagement documents account opening portfolio setup and recurring process tracking.
Clearly communicate onboarding timelines and expectations and proactively follow up with Advisors Compliance Operations and custodians to ensure onboarding stays on track.
Prepare and process custodian paperwork such as account opening letters of authorization and other operational documents guiding them through review and approval workflows.
Coordinate with internal teams custodians and clients to ensure a timely and efficient transition; independently research and resolve onboarding-related issues.
Serve as a subject-matter resource for onboarding procedures systems and guidelines.
Communicate business needs clearly to internal and external stakeholders and assist in driving requests through various workflows and systems.
Update and verify client account and transaction details; maintain accurate records within CRM and document management systems.
Ensure compliance with firm operating cybersecurity risk and regulatory policies while safeguarding client information.
Seek to understand the needs of our clients provide superior services to meet those needs and to earn their trust respect and confidence.
Support the onboarding team with special projects and initiatives as needed.
Commitment to meeting established deadlines and managing time effectively.

Growth & Development Opportunities

Opportunities to contribute to process improvement and efficiency initiatives.
Involvement in onboarding team growth training and documentation as the team scales.

Requirements

13 years of experience in a client service or onboarding role within the financial services industry.
Familiarity with custodians such as Charles Schwab Fidelity and Pershing.
Strong project management organizational and time-management skills.
Self-starter with initiative confidence and exceptional attention to detail who can balance multiple projects and demands in a fast-paced dynamic and entrepreneurial environment.
Exceptional written and verbal communication skills.
Positive attitude and strong work ethic.
High level of professionalism confidentiality and fiduciary mindset.
Strong interpersonal skills with the ability to partner effectively in a team and earn the trust and confidence of colleagues.
Willingness to pitch in when necessary.
Strong analytical and problem-solving skills.
Proficiency with Microsoft Office Suite CRM systems and portfolio reporting software.
Associate degree or equivalent client service experience; bachelors degree preferred.
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

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:

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...