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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 $29 billion in assets under management as of October 31 2025 our team collaborates across all locations to deliver The Fiduciary Standard Elevatedbringing 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.

Position Summary :

HB is seeking a Client Bill Pay Associate to support our Family Office Services team. This role plays a key part in ensuring the accurate timely and confidential processing of financial transactions for our clients. You will work closely with Family Office Associates to manage the full lifecycle of accounts payable activity including invoice processing account reconciliation and expense tracking. The ideal candidate brings strong organizational skills exceptional attention to detail and the ability to manage multiple client relationships with discretion and accuracy.

Key Responsibilities

• Invoice Processing : Receive review and process vendor invoices for multiple clients ensuring accuracy proper documentation and adherence to client-specific approval workflows.
• Payment Execution : Prepare and schedule payments across multiple accounts confirming that all bills are paid efficiently on time and in accordance with established procedures.
• Reconciliation : Reconcile monthly statements client accounts and credit card transactions to ensure accuracy and completeness of records.
• Record Keeping : Maintain organized and up-to-date electronic and paper files for all accounts payable and related financial records.
• Expense Reporting : Track expenses for clients providing timely reporting and insights to Family Office Associates as needed.
• Issue Resolution : Identify and resolve billing discrepancies vendor inquiries and payment issues with a professional and solution-oriented approach.
• Process Improvement : Continuously assess workflows to identify opportunities for increased efficiency accuracy and automation.
• Collaboration : Partner closely with Family Office Associates custodians and vendors to deliver exceptional service and maintain the integrity of client financial information.

Requirements

Benefits

Why HB is a great place to work

Employees enjoy the collaborative inclusive team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities our client base and the comprehensive benefit package round out the competitive compensation.

HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work meritocracy respect for others diversity and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected it is empowering it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference creativity and spirit. It is in our DNA and we like it that way.

Required Experience :

IC

Key Skills

Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients

Employment Type : Full Time

Experience : years

Vacancy : 1