What are the responsibilities and job description for the Specialist, Client Service Operations (Buckhead / Atlanta Metro) position at HB Wealth Management?
Description
HB Wealth ("HB") is a leading fee-only financial planning and investment advisory firm headquartered in Atlanta, GA, with two other offices in the metro-Atlanta area and additional offices in Palm Beach Gardens, FL, Tampa, FL, Nashville, TN, Columbia, SC, Augusta, GA, Towson, MD, and Columbia, MD. Established in 1989, HB’s employees work together collaboratively from all locations to provide comprehensive financial planning and investment management services primarily to high-net-worth individuals. Total client assets under management are over $18 billion as of December 31, 2024. At HB we pride ourselves on creating a healthy work environment where everyone is respected and valued, and we are continually looking for talented individuals with a passion to learn, grow, collaborate, and bring new ideas to our firm.
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HB will be seeking a Client Operations Specialist to become a member of our Client Services team in our Buckhead (Atlanta) location at the end of March 2025 as we head into Q2. This position serves as critical support liaison between HB wealth managers, clients, and the rest of our internal Operations team. Responsibilities will include, but not be limited to:
- Proactively resolve client inquiries, including significant direct client contact
- Assist advisors with client meeting preparation and meeting follow-up
- Prepare and Process investment account applications, account transfers, money movement authorizations, alternative investment subscriptions, etc.
- Prepare customized client reports
- Input and maintain client information within CRM, custodians, and alternative asset databases
- Track outstanding client transfers and purchases/redemptions of alternative assets.
- Organize and track activities / action items
- Other duties as assigned
Requirements
- Bachelor’s degree preferred; business related field preferred
- Proficiency in Excel required
- Excellent written and verbal communication skill
- Excellent attention to detail
- 3-5 years of operations experience in the financial services industry preferred but not required
- Must be able to work independently as well as collaboratively within a team
- 17 days annual PTO 10 annual holidays observed
- 401k match
- Strong day 1 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
- Paid parking/commuter stipend
