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Client Support Specialist
HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is a top 50 accounting and business consulting firm. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth.
Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.
We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for. Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family as our newest Client Support Specialist.
Client Support Specialist ‐ Support Advisor Associates, Financial Advisors, Senior Financial Advisors, the Chief Operating Officer, and Principals in servicing the needs of the firm’s clients.
QUALIFICATIONS
RESPONSIBILITIES
BENEFITS WE OFFER:
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.
Full Time
Ancillary Healthcare
$46k-58k (estimate)
04/17/2024
06/15/2024
oppinc.com
FORT ATKINSON, WI
200 - 500
1966
BARBARA LE DUC
$10M - $50M
Ancillary Healthcare
Opportunities, Inc. is a Community Rehabilitation Program based in Fort Atkinson, Wisconsin, with additional locations in Watertown, Madison and Oconomowoc. For over 50 years the agency has continued to expand its comprehensive vocational training and employment services, social integration, academic programs, and supportive home care for individuals with barriers, to include those with disabilities, limited work experience, AODA issues, language challenges, economic disadvantages, employment dislocation, re-entry and veterans. Opportunities, Inc. is also a leader in social enterprise; through ...
co-manufacturing, staffing and custom design and print services it offers a quality driven service for its business partners while promoting positive advances for the community. MISSION: Provide services for individuals for the purpose of maximizing their success and enhancing their abilities to be independent, contributing members of the community.
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The job skills required for Client Support Specialist include Microsoft Office, Life Insurance, Promotion, Financial Services, Confidentiality, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Support Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Support Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Support Specialist positions, which can be used as a reference in future career path planning. As a Client Support Specialist, it can be promoted into senior positions as a Customer Service Team Leader that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Support Specialist. You can explore the career advancement for a Client Support Specialist below and select your interested title to get hiring information.
If you are interested in becoming a Client Support Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Support Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Support Specialist job description and responsibilities
Ensure positive client experience through high quality service and communication thereby attaining client retention.
01/29/2022: Spokane, WA
Handle client engagement document control and execute filing system policies.
03/29/2022: Temple, TX
They are responsible for the overall results of the support team plus hiring, training, and retention of support employees.
02/09/2022: Rock Hill, SC
Support requests pertain to usage questions or clarification of documentation.
02/22/2022: Pascagoula, MS
Client Support Specialists are responsible for ensuring excellent client experiences and thus maximizing business.
03/10/2022: Reno, NV
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Support Specialist jobs
Client support specialists must be able to handle a variety of situations with professionalism and tact.
03/02/2022: Cedar Rapids, IA
Communicate clearly with customers.
04/03/2022: Yakima, WA
Positive feedback helps the client progress and move through negative self-talk, ambivalence, resistance and other hurdles.
02/21/2022: Wichita Falls, TX
Aspiring candidates must provide excellent service and meet client needs while offering cost effective technological solutions to the organization.
04/07/2022: Detroit, MI
Dealing with customers and clients requires a lot of patience, kindness, and understanding.
03/15/2022: Spartanburg, SC
Step 3: View the best colleges and universities for Client Support Specialist.