What are the responsibilities and job description for the Client Support Specialist position at HBK CPAs & Consultants?
Qualifications
HBKS Benefits
- 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.
- 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.
- Competitive Compensation.
- Lucrative New Business & Employee Referral Bonuses.
- Anniversary Bonus.
- Generous Paid-time-off Policy.
- We provide a 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 Benefits