What are the responsibilities and job description for the Client Service Specialist position at HCP Companies?
We're Hiring: Client Service Specialist (Financial Advisor Support)
Are you passionate about delivering exceptional client experiences? Join HCP Companies, a growing wealth management firm, and play a key role in supporting advisors and serving high-net-worth clients.
Company Description
HCP Companies is a growing wealth management firm seeking a Client Service Specialist who is passionate about delivering exceptional client experiences. In this role, you will support advisors, engage with high-net-worth clients, and help maintain smooth, efficient operations across the practice.
What You’ll Do
· Serve as the first point of contact for all client administrative needs
· Conduct check-in calls, answer phones, greet clients, and respond to immediate requests
· Assist clients with portal access, onboarding, training, and troubleshooting
· Prepare and review new account and investment paperwork
· Process money movements, trades, contributions, withdrawals, transfers, and beneficiary updates
· Support IRA/RMD requests, including charitable distributions
· Resolve paperwork issues with custodians and back-office operations
· Coordinate advisor calendars and manage pre- and post-appointment workflows
· Maintain CRM records and organize client documents
· Generate reports, summaries, and scheduled client reviews
· Adhere to compliance requirements and contribute to continuous process improvement
What We’re Looking For
· 3 years of experience in financial services (RIA or wealth management preferred)
· Strong communication, organizational, and client-service skills
· Proficiency in Microsoft Office and CRM systems
· Understanding of investment products, retirement accounts, and compliance standards
· Series 7 license preferred (not required)
Why Join Us
· Competitive salary bonus eligibility
· Health, dental, vision, and retirement benefits
· Employee Care Plan (Perks)
· Licensing support and career development opportunities
· Collaborative, client-first culture with long-term growth potential
How to Apply
Complete the Culture Index survey: https://go.cultureindex.com/s/ZBSTz75ymu