Client Support Specialist

1 day ago


Fredonia, New York, United States HBKS Wealth Advisors Full time
About the Role

We are seeking a highly motivated and organized Client Support Specialist to join our team at HBKS Wealth Advisors. As a key member of our support team, you will play a vital role in ensuring the smooth operation of our financial services.

Key Responsibilities
  • Provide exceptional administrative support to our financial advisors and senior management team.
  • Manage client requests and inquiries in a timely and efficient manner.
  • Process new and existing business, including account openings, check deposits, and account maintenance.
  • Maintain accurate and up-to-date records and files.
  • Ensure confidentiality and discretion when handling sensitive client information.
  • Collaborate with colleagues to achieve team goals and objectives.
Requirements
  • High School Diploma or equivalent required.
  • Previous office experience or training preferred.
  • Working knowledge of Microsoft Office applications, including Word and Excel.
  • Excellent communication, organization, and computer skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
What We Offer
  • Competitive compensation and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • Recognition and rewards for outstanding performance.
About HBKS Wealth Advisors

HBKS Wealth Advisors is a leading independent personal financial planning and wealth management firm with a strong reputation for excellence. We are committed to providing our clients with exceptional service and expertise, and we are seeking like-minded individuals to join our team.



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