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Client Services Coordinator

2 months ago

Melville, New York, United States HBK CPAs & Consultants Full time
Client Support Specialist

HBKS Wealth Advisors (HBKS) is a distinguished independent financial planning and wealth management firm, boasting a presence across multiple states with numerous locations and significant assets under management. As a proud member of the HBK CPAs and Consultants family, which ranks among the top 50 accounting and business consulting firms, HBKS is committed to innovation and growth through strategic investments in resources and technology.

To fuel our growth, we are in search of dedicated professionals across various sectors of financial services. We empower our employees to carve their own career paths and strive for excellence within a collaborative environment. The unique breadth of experience we provide is unparalleled in the industry.

Our team comprises entrepreneurs who collaborate with fellow entrepreneurs, engaging with high-net-worth individuals and owners of small to mid-sized enterprises, which are vital to our economy. We serve as consultants and influencers, positively impacting our clients and their financial journeys. If you are passionate about making a difference in people's lives, you may find a rewarding career with us as a Client Support Specialist.

Key Responsibilities:
  • Assist Advisor Associates, Financial Advisors, Senior Financial Advisors, the Chief Operating Officer, and Principals in addressing client needs.
  • Perform administrative duties, including preparation for client meetings and managing incoming calls.
  • Efficiently handle client inquiries and requests.
  • Process new and existing business transactions, including account management and maintenance.
  • Execute tasks assigned by Advisors promptly and thoroughly.
  • Maintain a professional demeanor and provide courteous service at all times.
  • Ensure a tidy and organized workspace.
  • Keep records and files orderly and confidential.
  • Communicate effectively with team members and other Client Support Specialists.
  • Operate office equipment such as photocopiers, fax machines, and telephones.
  • Manage incoming and outgoing mail efficiently.
  • Be available for overtime as required.
Qualifications:
  • High School Diploma or GED is required.
  • A degree in Accounting or Finance is preferred.
  • Prior office experience or training is advantageous.
  • Experience in the Financial Services/Securities industry is a plus.
  • Proficiency in Microsoft Office applications, including Word and Excel, as well as CRM systems.
  • Strong communication, organizational, and computer skills are essential.
  • Must be self-motivated and capable of completing tasks accurately and efficiently.
Benefits Offered:
  • Competitive salary and compensation structure.
  • Attractive bonuses for new business and employee referrals.
  • Anniversary bonuses.
  • Flexible paid time off policy for professional staff.
  • Support for work/life balance through a flexible work environment.
  • 401(k) plan with company matching and profit-sharing options.
  • Comprehensive medical, dental, and vision insurance.
  • Company-paid life insurance.
  • Affordable short- and long-term disability insurance.
  • Access to tuition reimbursement programs.
  • Annual performance evaluations.
  • And much more...
HBKS is an equal opportunity employer, committed to fostering a diverse and inclusive workplace. We prohibit discrimination and harassment of any kind and uphold the principles of equal employment opportunity in all aspects of employment.