Client Support & Wealth Admin 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 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.