Client Support Specialist

Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family as our newest Client Support Specialist. 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. Excellent communication, organization, and computer application skills. Highly motivated to complete assignments and projects accurately and efficiently. Responsibilities Perform administrative tasks including preparing for advisor/client meetings and managing phone calls. Handle client requests in an efficient, timely manner. Process new and/or existing business, including opening and closing accounts, handling check deposits/withdrawals, and account maintenance. Carry out all tasks assigned by Advisor Associates, Financial Advisors, Senior Advisors, the Chief Operating Officer, and Managing Principals with promptness, efficiency, and completeness. Maintain a neat and organized work environment, records, and files. Maintain strict confidentiality of all clients and firm business. Communicate effectively with Advisor Associates, Financial Advisors, Senior Advisors, the Chief Operating Officer, and Managing Principals. Share information with other Client Support Specialists. Operate office machines including photocopier, fax, calculator, mail meter, and telephone switchboard. Deliver all incoming mail and collect outgoing mail in time for daily delivery. Work overtime as needed. Benefits Competitive Compensation. Lucrative New Business & Employee Referral Bonuses. Anniversary Bonus. Generous Paid‑time‑off Policy. Flexible work environment to support 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. EEO Statement 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