Client Support Specialist

HBKS Wealth Advisors; Sarasota (FL); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

401(k) with company match and profit分享

Medical, dental, and vision insurance

Company paid life insurance

Disability insurance

Paid holidays

Tuition reimbursement

Annual performance reviews

Flexible work environment

Job summary

HBKS Wealth Advisors is seeking a diligent Client Support Specialist to assist advisors with meeting preparation, client inquiries, and account processing. You will maintain confidentiality and ensure accurate, timely handling of client requests in a fast-paced financial services environment.

The role emphasizes organization, communication, and the ability to manage multiple tasks while supporting senior advisors and principals. A strong foundation in MS Office and CRM systems is preferred.

Qualifications

• High School Diploma or GED required.
• Degree in Accounting/Finance preferred.
• Previous office experience or training.
• Financial Services/Securities industry experience preferred.
• Working knowledge of 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

• Preparing for advisor/client meetings and managing phone calls.
• Handling client requests in an efficient timely manner.
• Processing new and/or existing business including opening and closing of accounts, handling deposits/withdrawals, and account maintenance.
• Carrying out tasks assigned by Advisor Associates, Financial Advisors, Senior Advisors, COO, and Managing Principals.
• Maintaining a courteous, helpful, and professional demeanor at all times.
• Keeping a neat, organized work environment and orderly records.

Skills

Excellent communication

Strong organization

Attention to detail

Multitasking

Education

High School Diploma or GED

Degree in Accounting/Finance preferred

Tools

Microsoft Word

Microsoft Excel

CRM system

Job description

HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of companies—which includes HBK CPAs & Consultants, Vertilocity, and HBKVG, we provide comprehensive financial planning, investment management, and wealth advisory services to high-net-worth individuals, families, and businesses. 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.

Qualifications

• High School Diploma or GED required.
• Degree in Accounting/Finance preferred.
• 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.
• Generous Paid‑time‑off Policy.
• 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.

Please See The Below Link For Benefit Details

HBKS Benefits