What are the responsibilities and job description for the Client Services & Account Support Specialist position at Atikan Wealth Partners?
Client Services & Account Support Specialist
Company: Atikan Wealth Partners (Affiliated with LPL Financial)
Location: Laguna Hills, CA (Fully In Office)
Pay: $50,000 - $65,000
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
- Ability to pass a FINRA criminal background check with fingerprints
- Prior experience in financial services, client service, or paperwork processing strongly preferred
- Familiarity with LPL Financial or similar brokerage platforms is a plus
- 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. 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
Salary : $50,000 - $65,000