Client Service Associate

HB Wealth is seeking a Client Service Associate to build and maintain strong client relationships, deliver superior customer service, and provide administrative support to client advisory teams. The role requires strong written and oral communication skills, confidentiality, and proficiency in Microsoft Office Suite and CRM software.

Requirements

• 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

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 40%
• Cell phone stipend
• EPP