Client Service and Operations Associate - Hightower Westchester

About the role

Your Future Team Hightower Westchester is a fast-paced, thriving financial advisory practice based in Harrison, New York. We are a client-centric team that provides a holistic approach to wealth management. We're searching for a director of operations and client service who naturally has a “do what it takes” attitude to support a seasoned team while providing a quality experience our clients have come to expect. You will report to the Managing Directors.

Responsibilities

• Timely, consistent, and accurate completion of operational tasks, activities and workflows including account services and transaction processing
• Field client requests and complete tasks, following through to ensure our client's needs are met while following compliance standards
• Ensure the prospect and client experience is performed as designed by managing and following the prospect and client timelines, and completing multi-step tasks
• Work with our custodian (Fidelity) to open accounts, obtain account information and complete service requests
• Prepare subscription documents for alternative investments
• Document and update contact information, status updates, and other important information within the CRM database. (Salesforce)
• First contact for clients and visitors in the office and by phone demonstrating high levels of meaningful engagement
• Schedule meetings and travel
• Light office management including using Concur (expense management), resolving vendor and IT issues, ordering office supplies
• Opportunity to learn different functions within the practice by supporting multiple roles
• Assist Marketing with client events and client gifts
• Aid the team in operational, administrative, and marketing functions

Requirements

• Adaptable
• Able to work in a fast-paced environment
• Able to maintain composure and remain positive under pressure
• Team player
• Loves collaborating and sharing ideas
• Trusts teammates and supports them
• Clear communicator
• Great at getting and giving respectful and productive feedback to clients and colleagues
• Organized
• Creates clear and logical processes to support work and the organization

Qualifications

• BA/BS degree preferred in Business/Marketing/Communications or related field
• Strong Microsoft Office and Outlook competency with an emphasis on Excel
• Salesforce experience a plus
• Process-driven tasking and follow up skills
• Excellent client-facing skills
• Strong written and verbal communication skills
• The ability to accomplish a variety of tasks in a detailed, efficient, and organized manner
• 3 or more years of experience with Financial Services and/or Client Service
• Series 65 license (if not licensed, must be achieved within 6 months of hire)

Skills

• Team player and a “client first” attitude
• Process-driven tasking and follow up skills
• Excellent client-facing skills
• Strong written and verbal communication skills
• The ability to accomplish a variety of tasks in a detailed, efficient, and organized manner

Pay

Annual base salary range of $85,000-$95,000 based on qualifications and experience

Schedule

In-office position

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• Flexible PTO plan
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

What We Offer

• Equal Opportunity Employer
• SEC registered investment adviser
• Member FINRA/SIPC
• U.S. citizen, U.S. permanent resident, or unrestricted U.S. work authorization