Client Service Associate, OCIO

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.

Full-time

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 $32 billion in assets under management as of June 30, 2026, 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.

HB Wealth is seeking an OCIO Client Service Associate to support the firm’s Outsourced Chief Investment Officer business and institutional client relationships. This position serves as a key liaison among OCIO advisors, institutional clients, investment professionals, custodians, and internal operational teams. The Associate is responsible for coordinating ongoing service activities, supporting client reporting and meeting preparation, facilitating account administration and cash management requests, maintaining client records, and helping ensure a high-quality client experience.

The ideal candidate is detail-oriented, proactive, and committed to delivering exceptional service in a collaborative, fast-paced environment.

• Serve as a primary operational support resource for OCIO and institutional client relationships.
• Assist with client service requests and inquiries related to institutional investment accounts, reporting, cash movements, and account maintenance.
• Coordinate the preparation, review, and distribution of client reporting materials, investment performance reports, and presentation packages.
• Support OCIO advisors by preparing materials and coordinating logistics for client meetings, investment committee meetings, board meetings, and prospective client presentations.
• Process account opening, maintenance, and documentation requests in coordination with custodians, advisors, and operations teams.
• Maintain accurate client and account information within CRM, reporting, and portfolio-management systems.
• Coordinate cash-management activities, including wires, ACH transactions, contributions, distributions, and other account-related requests.
• Facilitate communication and follow-up with custodians, investment managers, consultants, and other third-party service providers.
• Assist with client onboarding activities and account transitions, ensuring all documentation is properly completed and processed.
• Monitor recurring client deliverables and reporting schedules to ensure timely completion.
• Support investment-operations initiatives related to institutional client reporting, account administration, and process improvement.
• Conduct independent research to resolve client inquiries and operational issues.

• Own the end-to-end grant administration process for foundation clients, from initial request and due diligence…