Client Service Associate- Simmons Investment Advisors

About the role

Your Future Team Simmons Investment Advisors operates as a private financial advisory practice within Hightower Advisors, a financial services company. Established in 1987, Simmons Investment Advisors provides investment and financial planning services to affluent individuals, families, corporations, and non-profits. As a small team, they service over $500 million in client assets as of May 2026. This role assists in providing white-glove service to our clients, as well as running day-to-day operations within the practice.

Responsibilities

• Developing strong relationships with clients
• Delivering service both internally and externally, partnering and working closely with Financial Advisors and teammates
• Serving as the primary contact for client service needs, promptly addressing and solving inquiries through phone, email, and in-person interactions
• Onboarding new clients and supporting existing clients, including account openings, all aspects of money/asset movements (journals, EFT’s, check requests, wires, ACAT/DTC transfers, RMD's, etc.) and account maintenance (address updates, beneficiary changes, online account access, account re-titles, etc.)
• Maintaining client records and files, ensuring that all data is current and accurate following regulatory requirements and company policies
• Collaborating with custodian partners (Fidelity, NFS, and Schwab, outside custodians, etc.) to ensure accurate processing of client transactions. Downloading and uploading forms, monitoring and verifying changes in the system, resolving issues, and staying current with changing procedures
• Becoming comfortable and proficient in using our different applications (MS Office suite (Outlook, Excel, Word), Salesforce, Black Diamond, DocuSign, and custodial platforms) to obtain account information and complete/coordinate all aspects of client service and account maintenance requests
• Fielding client requests and completing tasks, following through to make sure client's needs are met while following compliance standards and requirements
• Managing client data within CRM (Salesforce) and monitoring to ensure accuracy

Requirements

• Experience collecting information, processing forms, and maintaining accurate data
• Confidence in handling phone calls and speaking to clients
• Proactive anticipation of advisor and client needs
• Interpersonal and client service skills
• Team player who shows a client-first attitude
• Strong attention to detail, accuracy, and organization
• Ethical, handling sensitive financial information with the utmost confidentiality
• Proficiency in MS Office suite, Salesforce, DocuSign

Qualifications

• 3+ years of industry experience
• PREFERRED: Series 7, 66 licenses

Skills

• Strong communication and interpersonal skills
• Attention to detail and organizational abilities
• Ability to manage multiple tasks and prioritize effectively
• Knowledge of financial planning and investment principles
• Proficiency in MS Office suite, Salesforce, DocuSign

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)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

Pay

Base salary of $70,000-$90,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Schedule

Full-time position

What We Offer

• AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
• You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.