Senior Client Service 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 operational functions, client interactions, and ensuring the timely and accurate execution of investments.

Responsibilities

• Coordinates the implementation of service and operational functions necessary for client servicing and investment execution.
• Acts as a liaison between the advisory team, clients, and internal departments to address inquiries and complete operational/product activities.
• Participates in the new client process, including meeting preparation, client background information collection, and account setup.
• Manages the asset allocation and reallocation process, handling paperwork, account establishment, and investment implementation.
• Provides customer service to clients by offering information, responding to inquiries, conducting research, and submitting 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 can take initiative to identify and complete tasks.
• Ability to handle multiple assignments and work in a fast-paced environment.
• High energy with the ability to handle pressure and meet deadlines.
• Detail-oriented with the ability to prioritize and organize workflow.
• 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

• Strong professional verbal and written communication, and interpersonal skills.
• Can motivate self and others to deliver high-quality output, possibly within tight timeframes.

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.
• Base salary of $110,000 - $120,000 plus discretionary bonus (exact base salary amount will be dependent on experience).

Pay

$110,000 - $120,000 per year, plus discretionary bonus.

Schedule

Full-time position.

Skills

• Strong communication and interpersonal skills.
• Problem-solving abilities.
• Customer service orientation.
• Technical proficiency with Microsoft Office Suite.

Benefits

• Medical, dental, and vision insurance coverage.
• Paid parental leave.
• 401k matching plan.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.

Company Information

Bel Air Investment Advisors is an advisory practice of Hightower, providing investment management and advisory services to wealthy individuals, families, trusts, and foundations. The firm offers a diverse mix of proprietary and sub-advisory investment strategies within an open architecture platform. Founded in 1997, Bel Air Investment Advisors employs over 50 individuals, including financial analysts, investment advisors, research professionals, portfolio managers, fixed income and equity traders, and administrative support.

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.