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Client Support Specialist

4 months ago

Sarasota, United States HBK CPAs & Consultants Full time
Client Support Specialist

HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is a top 50 accounting and business consulting firm. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth.

Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.

We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family as our newest Client Support Specialist.

Client Support Specialist - Support Advisor Associates, Financial Advisors, Senior Financial Advisors, the Chief Operating Officer, and Principals in servicing the needs of the firm's clients.

QUALIFICATIONS

  • High School Diploma or GED required
  • Degree in Accounting/Finance preferred
  • Spanish speaking highly desired
  • Previous office experience or training
  • Financial Services/Securities industry experience preferred
  • Working knowledge of all Microsoft Office applications including Word and Excel as well as the CRM system
  • Must have excellent communication, organization, and computer application skills
  • Highly motivated to complete assignments and projects accurately and efficiently

RESPONSIBILITIES

  • Performing administrative tasks which includes preparing for Advisor/client meetings and managing phone calls.
  • Handling client requests in an efficient timely manner.
  • Processing new and/or existing business which includes opening and closing of accounts, handling check deposits/withdrawals, and account maintenance.
  • Being prompt, efficient and complete when carrying out all tasks assigned by Advisor Associates, Financial Advisors, Senior Advisors, the Chief Operating Officer, and Managing Principals.
  • Being courteous, pleasant, helpful, and professional at all times.
  • Maintaining a neat and organized work environment.
  • Maintaining records and files in a neat and organized manner.
  • Maintaining strict confidentiality of all clients and firm business.
  • Maintaining good communication with Advisor Associates, Financial Advisors, Senior Advisors, the Chief Operating Officer, and Managing Principals.
  • Demonstrating the ability to share information with other Client Support Specialists.
  • Operating office machines including photocopier, fax, calculator, mail meter and telephone switchboard.
  • Delivering all in-coming mail and collecting out-going mail in time for daily delivery.
  • Working overtime as needed.

BENEFITS WE OFFER:

  • Competitive Compensation
  • Lucrative New Business & Employee Referral Bonuses
  • Anniversary Bonus
  • Open Paid-time-off policy for professional staff
  • We provide a flexible work environment to offer work/life balance.
  • 401(k) plan with company match and profit sharing
  • Medical, dental, and vision insurance
  • Company Paid Life Insurance
  • Affordable Short- & Long-Term Disability Insurance
  • Affordable Accidental and Critical Illness Insurance
  • 10.5 Paid holidays
  • Disability Insurance
  • Tuition Reimbursement
  • Annual Performance Reviews
  • And Much More...

HBKS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.