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Atikan Wealth Partners · 1 week ago

Client Services & Account Support Specialist

Laguna Hills, CA

Full-time

Onsite

New Grad, Entry Level

$50K/yr - $65K/yr

Atikan Wealth Partners specializes in tax efficient wealth management services for business owners and their families. They are seeking a detail-oriented Client Services & Account Support Specialist to manage client onboarding and ongoing account support, ensuring compliance and creating a positive client experience.

Financial Services

Responsibilities

Prepare, review, and submit paperwork for new client accounts

Manage account transfers (ACATs) from initiation through completion

Ensure all documentation is accurate, complete, and compliant with firm and regulatory requirements

Serve as the primary contact for client questions related to forms, documentation, and account maintenance

Communicate regularly with clients—especially by phone—to walk them through paperwork and next steps

Explain processes clearly and confidently, creating a positive and supportive client experience

Maintain well-organized and accurate records of client paperwork and communications

Monitor deadlines and follow up to ensure timely submissions

Assist with compliance reviews and audits as needed

Provide data entry, filing, and preparation of client correspondence

Support day-to-day operations with additional administrative tasks as needed

Qualification

LPL Financial platformClient service experienceCRM softwareMicrosoft ExcelTask managementAttention to detailVerbal communicationWritten communicationIndependent work