Client Service Associate

HB Wealth is a national, independent, fee-only wealth management firm that provides wealth advisory services primarily to high-net-worth individuals and families. The Client Service Associate will be responsible for client administration and providing support to advisory teams, ensuring excellent customer service and maintaining strong client relationships.

Responsibilities

• 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 client’s 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

Skills

• Ability to take direction from multiple sources with demonstrated follow through
• Exceptional 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
• 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

Company Overview