Client Support Specialist
HBKS LogoPennsylvania, United States
Posted March 6, 2026
Full Time
About the Company
HBKS Wealth Advisors, an independent personal financial planning and wealth management firm with offices in four states and approximately $6 billion in assets under management.
Job Description
Client Support Specialist role at HBKS Wealth Advisors, providing administrative support to advisors and clients, with a focus on serving the needs of the firm's clients.
Requirements
- 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 Microsoft Office applications
- Excellent communication, organization, and computer application skills
Benefits
- Competitive Compensation
- Lucrative New Business & Employee Referral Bonuses
- Anniversary Bonus
- Generous Paid-time-off policy
- 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
- 5 Paid holidays
- Disability Insurance
- Tuition Reimbursement
- Annual Performance Reviews
