Junior Client Service & Relations Associate - Altium Wealth Management

About the role

Founded in 2010, Altium believes that our clients' wealth decisions are often driven by a higher sense of purpose. Our mission is to empower our clients to create the life they envision for themselves, their families, and their communities. Altium Wealth is seeking a strategic professional to join our growing Client Service team.

Responsibilities

• Serve as a liaison between clients and advisors, delivering quality service both internally and externally.
• Coordinate and prepare for client meetings, including post-meeting documentation and follow-up.
• Schedule meetings including confirmation emails.
• Use the group's different applications (Outlook, Salesforce, Schwab, TD, Fidelity) to obtain account information and complete/coordinate all aspects of client service and account maintenance requests.
• Field client requests and complete tasks, following through to make sure client's needs are met while following compliance standards.
• Manage client data within CRM (Salesforce) and monitor to ensure accuracy.
• Process and track insurance maintenance requests for client policies.
• Other responsibilities as may be assigned.

Requirements

• Team player who shows a client-first attitude.
• Adaptable to constant change.
• Attention to detail and strong follow up/follow through skills.
• Excellent customer-facing skills.
• Strong written and verbal communication skills.
• The ability to accomplish a variety of tasks in a thoughtful, organized manner and able to prioritize and re-prioritize throughout the day.
• Show strong aptitude to anticipate client requests.
• Maintain composure and remain positive under pressure even in time-sensitive and complex situations.

Qualifications

• 1+ years of experience in Financial Services.
• 1+ years of experience maintaining client relationships and providing service in a corporate environment.
• Proficiency in MS Outlook and MS Word (Excel a plus).
• Prior experience with CRM software, preferably Salesforce.

Skills

• Customer service skills.
• Organizational skills.
• Communication skills.
• Technical proficiency with CRM software (Salesforce).

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

Salary range: $65,000 - $75,000 plus discretionary bonus (exact amount is dependent on experience).

Schedule

Monday-Friday

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.