Client Service Associate - Hightower Signature Wealth

About the Role

As a Client Service Associate, you will control our client experience. You will report to the Head of Office.

• Oversee the client onboarding process from start to finish, including preparation of documentation establishing accounts, funding, and getting clients invested
• Proactively reach out to clients to share team services, including their digital experience
• Use CRM platform to document milestones in clients’ lives
• Participate in projects and internal working groups to ensure the client’s needs are represented
• Ensure both clients and the team are protected by observing the practice’s compliance policies
• Support Advisors with operational tasks

Requirements

• Ability to anticipate challenges and address them
• Ability to manage changing priorities in a day and set expectations with others
• Strong interpersonal skills: relationship builder; curiosity about people and their behaviors
• Innate desire to be a problem solver
• Attention to detail
• Work experience in Financial Services desired, but not required
• FINRA Securities licenses desired, but not required

Benefits

• Annual base salary of $85,000-$100,000 based on qualifications and experience
• Annual, written compensation plans developed alongside you, outlining steps for career progression, team goals, and metrics
• On-the-job training and resources for career development
• Support for continuous learning and mentorship
• 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)
• PTO plan
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

You are a U.S. citizen, U.S. permanent resident, or have other unrestricted U.S. work authorization and will not require sponsorship now or in the future.