Client Onboarding Associate

HB Wealth is seeking a Client Onboarding Associate to 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.

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

Benefits

• Competitive PTO/Holiday policy
• 401k match
• Paid Maternity/Paternity leave
• Fun and welcoming office environment with monthly and quarterly events
• Ability to work remotely 40%
• Cell phone stipend
• EPP