Homrich Berg ("HB") is a leading fee-only financial planning and investment advisory firm headquartered in Atlanta, GA with three other offices in the metro-Atlanta area, and additional offices in Palm Beach Gardens, FL, Nashville, TN, Columbia, SC, and Augusta, GA. Established in 1989, HB’s employees provide comprehensive financial planning and investment management services primarily to high-net-worth individuals. Assets under management are over $13.5 billion as of June 30, 2023.
HB will be seeking a Client Operations Specialist to become a member of our Client Services team in our Buckhead (Atlanta) location for late Q2 of 2024. 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
- 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