Client Support Specialist - Erie, United States - Hbkcpa

Description

** Client Support Specialist**

**Job Category****:** Administrative **Requisition Number****:** CLIEN001504 Showing 1 location **Job Details**

**Description**

HBKS Wealth Advisors, a regional financial planning and investment advisory firm, is seeking a Client Support Specialist for its Erie, PA office.

The Client Support Specialist will be supporting multiple Financial Advisors in servicing the needs of the firms clients. The ideal candidate will have strong communication skills and be motivated to complete assignments and projects accurately and efficiently.

Responsibilities will include but not limited to:

Performing administrative tasks which includes scheduling and 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.

Requirements:

Excellent communication, organizational and computer applications skills

Degree in Accounting/Finance or related field preferred

Financial services/securities industry experience preferred

**Qualifications**

**Skills**

**Behaviors**

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**Motivations**

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**Education**

**Preferred**

Bachelors or better in Finance or related field.

**Experience**

**Licenses & Certifications**