Client Services & Account Support Specialist

Client Services & Account Support Specialist

Company: Atikan Wealth Partners (Affiliated with LPL Financial)

Location: Kent, OH (Fully In Office)

Pay: $45,000 - $55,000

Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity

MUST BE LOCAL TO KENT, OHIO - THIS OPPORTUNITY REQUIRES CANDIDATE TO BE IN THE OFFICE 5 DAYS PER WEEK.

About Us

At Atikan Wealth Partners, we specialize in providing high touch, tax efficient wealth management services to business owners and their families. We focus on creating a stable, customized financial journey that helps our clients thrive. We are currently looking to add a detail oriented, client focused Client Services and Account Support Specialist to our in-office team.

Role Overview

We are seeking a detail-oriented and client-focused Client Services & Account Support Specialist to serve as a key point of contact for client onboarding and ongoing account support. This role is ideal for someone who enjoys working independently, communicating with clients, and taking ownership of processes from start to finish. You'll play an important role in helping clients feel confident and supported while ensuring all paperwork is handled accurately, efficiently, and in compliance with LPL Financial and regulatory standards.

What You'll Do - Key Responsibilities

Client Onboarding & Account Servicing

• Prepare, review, and submit paperwork for new client accounts
• Manage account transfers (ACATs) from initiation through completion
• Ensure all documentation is accurate, complete, and compliant with firm and regulatory requirements

Client Communication & Support

• Serve as the primary contact for client questions related to forms, documentation, and account maintenance
• Communicate regularly with clients—especially by phone—to walk them through paperwork and next steps
• Explain processes clearly and confidently, creating a positive and supportive client experience

Documentation & Compliance

• Maintain well-organized and accurate records of client paperwork and communications
• Monitor deadlines and follow up to ensure timely submissions
• Assist with compliance reviews and audits as needed

Administrative & Team Support

• Provide data entry, filing, and preparation of client correspondence
• Support day-to-day operations with additional administrative tasks as needed

Tools & Technology

You'll work with a variety of systems, including:

• LPL Financial platform
• Microsoft Word
• Basic Microsoft Excel
• CRM software (Wealthbox experience is preferred)

Qualifications - What We're Looking For

• LPL Financial experience strongly preferred
• Ability to pass a FINRA criminal background check with fingerprints
• Prior experience in financial services, client service, or paperwork processing strongly preferred
• Strong attention to detail and commitment to accuracy
• Clear, professional verbal and written communication skills
• Ability to manage multiple tasks in a fast-paced environment
• Comfortable working independently and taking ownership of responsibilities from start to finish

Why This Role Matters

This position is essential to delivering a smooth, professional experience for our clients. xhyhwjd You'll have autonomy, direct client interaction, and the opportunity to become a trusted resource within the firm.

Benefits

• Health Insurance
• Paid time off
• Dental Insurance
• Vision Insurance
• Retirement Plan