HB Wealth
HB Wealth is seeking a Client Service Associate in Atlanta, GA, to build and maintain strong client relationships while providing comprehensive administrative support to advisory teams. The role involves managing client accounts, resolving inquiries, and ensuring accurate record-keeping within CRM systems. This position requires a detail-oriented professional who can thrive in a fast-paced, collaborative environment while upholding strict confidentiality and fiduciary standards.
Expert Advice. Exceptional Care. Enduring Peace of Mind.™
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for HB Wealth.
HB Wealth didn’t post a salary, so this is our estimate from similar listings.
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