Senior Advisory Associate- Bel Air Investment Advisors
About the role
The Senior Client Service/Advisory Associate (CSA) will play a crucial role in supporting the advisory team at Bel Air Investment Advisors, an advisory practice of Hightower. This position will focus on coordinating the implementation of service and operational functions necessary for proper client servicing and timely investment execution.
Responsibilities
- Coordinates the implementation of service and operational functions of the advisory team necessary for proper servicing of clients and the timely/accurate execution of investments.
- Acts as a liaison between the advisory team, their clients, and internal departments to provide day-to-day support in responding to advisor and client inquiries and ensuring timely and accurate completion of operational/product activities.
- Coordinates the new client process including meeting preparation, collection of client background information, providing and obtaining required account and investment strategy documentation, and operational coordination of account establishment and transfers.
- Coordinates the asset allocation & reallocation process including addressing necessary paperwork, account establishment, and investment implementation and/or changes with applicable department(s).
- Provides customer service to clients by providing information, responding to inquiries, conducting research, and submitting and ensuring the completion of service requests.
- Maintains proficiency in all investment strategies, services, policies, and procedures to effectively respond to inquiries and complete service requests.
- Solves problems through a strong understanding of operational and firm processes.
- Performs other necessary duties and participates in Firm projects as assigned.
Requirements
- Deep experience in a similar role with a Registered Investment Advisor and/or Brokerage Firm.
- Strong understanding of standard concepts, practices, and procedures within the industry.
- Self-starter who takes initiative to identify and complete tasks.
- Can handle multiple assignments and work in a fast-paced environment.
- Able to solve problems, anticipate needs, and provide superior service.
- High energy with ability to handle pressure and meet deadlines.
- Detail-oriented with ability to prioritize and organize workflow.
- Works effectively in a team environment.
- Flexible and willing to perform other tasks as assigned.
- Strong technical skills using the Microsoft Office Suite including Excel, Word, and Outlook.
- Bachelor's degree in finance or related field preferred.
Qualifications
- Professional verbal and written communication, and interpersonal skills.
- Ability to motivate self and others to deliver high quality output, possibly within tight timeframes.
Skills
- Technical skills using the Microsoft Office Suite including Excel, Word, and Outlook.
- Bachelor's degree in finance or related field preferred.
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
$125,000 - $150,000 plus annual performance and profit-sharing bonuses (exact base salary amount will be dependent on experience).
Schedule
Full-time.
Benefits
- Medical, dental, and vision insurance coverage on the first day of employment.
- 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.
Company Information
Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, foundations, and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size, and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. 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.