Client Support Specialist

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. Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. 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 Competitive Compensation. Lucrative New Business & Employee Referral Bonuses. Anniversary Bonus. Generous Paid‑time‑off Policy. 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. #J-18808-Ljbffr HBK Sorce Financial LLC