Client Onboarding Associate at HB Wealth

Atlanta, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Jun, 26

Salary

0.0

Posted On

18 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Project Management, Client Onboarding, Process Ownership, Communication, Coordination, Research, Problem-Solving, Record Keeping, Compliance, Time Management, Attention To Detail, Interpersonal Skills, CRM Systems, Portfolio Reporting Software, Microsoft Office Suite

Industry

Financial Services

Description

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, Elevated—bringing 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 location. In 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 1–3 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; bachelor’s 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.

Responsibilities

The Associate will act as the project manager and primary liaison for new client onboarding, managing operational and administrative aspects like document preparation, account opening, and portfolio setup. They must clearly communicate timelines and proactively follow up with internal teams and custodians to ensure a seamless and timely client transition.