Client Bill Pay Associate

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; Nashville, TN; Columbia and Greenville, SC; Augusta, GA; and Towson and Columbia, MD.

Founded in 1989, HB provides comprehensive financial planning, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $25 billion in assets under management as of May 31, 2025, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated—bringing clients trusted advice and financial peace of mind.

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

• Bachelor's Degree from an accredited college or university (required); concentration in Accounting, Finance, or a related field (preferred).
• 5+ years of relevant experience in accounting, bookkeeping, or accounts payable, ideally within a Family Office, wealth management firm, or similar environment.
• Strong proficiency in accounting systems, Excel, and general financial reporting tools.
• Proven ability to manage multiple priorities with accuracy, confidentiality, and professionalism.
• Self-starter with exceptional attention to detail and a proactive approach to problem solving.
• Team-oriented and flexible, with a willingness to support colleagues and adapt to evolving client needs.
• Strong communication and interpersonal skills, with the ability to interact effectively with internal team members, vendors, and clients.
• Intellectual curiosity and perseverance when faced with challenges.
• Successful completion of a criminal background and credit check is required.

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 20%
• Cell phone stipend
• EPP

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.