About Us

At Atikan Wealth Partners, we specialize in providing high touch, tax efficient wealth management services to business owners and their families. We focus on creating a stable, customized financial journey that helps our clients thrive. We are currently looking to add a detail oriented, client focused Client Services and Account Support Specialist to our in-office team.

Role Overview

We are seeking a detail-oriented and client-focused Client Services & Account Support Specialist to serve as a key point of contact for client onboarding and ongoing account support. This role is ideal for someone who enjoys working independently, communicating with clients, and taking ownership of processes from start to finish. You’ll play an important role in helping clients feel confident and supported while ensuring all paperwork is handled accurately, efficiently, and in compliance with LPL Financial and regulatory standards.

What You'll Do - Key Responsibilities

Client Onboarding & Account Servicing

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

Client Communication & Support

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

Documentation & Compliance

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

Administrative & Team Support

Provide data entry, filing, and preparation of client correspondence
Support day-to-day operations with additional administrative tasks as needed

Tools & Technology

You’ll work with a variety of systems, including:

LPL Financial platform
Microsoft Word
Basic Microsoft Excel
CRM software (Wealthbox experience is preferred)

Qualifications - What We’re Looking For

Ability to pass a FINRA criminal background check with fingerprints
Prior experience in financial services, client service, or paperwork processing strongly preferred
Familiarity with LPL Financial or similar brokerage platforms is a plus
Strong attention to detail and commitment to accuracy
Clear, professional verbal and written communication skills
Ability to manage multiple tasks in a fast-paced environment
Comfortable working independently and taking ownership of responsibilities from start to finish

Why This Role Matters

This position is essential to delivering a smooth, professional experience for our clients. You’ll have autonomy, direct client interaction, and the opportunity to become a trusted resource within the firm.

Benefits

Health Insurance
Paid time off
Dental Insurance
Vision Insurance
Retirement Plan

Atikan Wealth Partners

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Client Services & Account Support Specialist