Client Services & Account Support Specialist
Atikan Wealth Partners, Irvine, CA, United States
Client Services & Account Support Specialist
Company:
Atikan Wealth Partners (Affiliated with LPL Financial)
Location:
Irvine, CA (Fully In Office)
Pay:
$50,000 - $65,000
MUST BE LOCAL TO ORANGE COUNTY - THIS OPPORTUNITY REQUIRES CANDIDATE TO BE IN THE OFFICE 5 DAYS PER WEEK.
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
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:
Microsoft Word
Basic Microsoft Excel
CRM software (Wealthbox experience is preferred)
Qualifications - What We're Looking For
LPL Financial experience strongly preferred
Ability to pass a FINRA criminal background check with fingerprints
Prior experience in financial services, client service, or paperwork processing strongly preferred
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.
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Atikan Wealth Partners (Affiliated with LPL Financial)
Location:
Irvine, CA (Fully In Office)
Pay:
$50,000 - $65,000
MUST BE LOCAL TO ORANGE COUNTY - THIS OPPORTUNITY REQUIRES CANDIDATE TO BE IN THE OFFICE 5 DAYS PER WEEK.
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
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:
Microsoft Word
Basic Microsoft Excel
CRM software (Wealthbox experience is preferred)
Qualifications - What We're Looking For
LPL Financial experience strongly preferred
Ability to pass a FINRA criminal background check with fingerprints
Prior experience in financial services, client service, or paperwork processing strongly preferred
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.
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