Client Support & Wealth Admin Specialist
Vertilocity
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. #J-18808-Ljbffr Vertilocity
Vacancy posted 1 day ago
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