Senior Client Service Associate- LCK Wealth Management

About the role

This position is part of a growing wealth management practice at Hightower, a registered investment advisor (RIA) based in Chicago. The team provides complex financial solutions to Ultra High Net Worth clients, including financial planning, investment strategy, and implementation.

Responsibilities

• Ensure accuracy and timeliness across operational tasks such as account onboarding, account maintenance, cash movement, beneficiary updates, tuition payments, RMDs, charitable donations, etc.
• Work with Advisors to prepare financial data, portfolio information, investment data, and paperwork.
• Field client requests and complete tasks accurately and in a timely manner, ensuring client needs are met while adhering to compliance standards.
• Prepare reports and supporting material for prospect and client meetings, including post-meeting documentation.
• Act as the first point of contact for clients, consistently demonstrating elevated levels of meaningful engagement.
• Gain experience in different functions within the team by supporting multiple roles.

Requirements

• Bachelor's Degree (BA/BS) required.
• 3+ years of client service experience in the financial services industry.
• Exceptional proficiency in both written and spoken communication.
• The ability to accomplish a variety of tasks in a detailed, efficient, and organized manner.
• Team player, exceptional diligence, and demonstrates a client-first attitude.
• Knowledge of Salesforce, Microsoft Office tools, Fidelity Wealthscape, Emoney.
• Series 7, 66 required.

Qualifications

• Knowledge of finance, including cash flow planning and investment basics.
• Ability to handle multiple tasks efficiently and maintain attention to detail.
• Strong interpersonal skills and the ability to communicate effectively with clients and colleagues.
• Experience with financial planning software and systems.

Skills

• Excellent communication skills.
• Attention to detail.
• Organizational skills.
• Client relationship management.
• Adaptability and willingness to learn new systems and processes.

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 $100,000-$115,000 plus discretionary bonus (exact base salary amount will be dependent on experience).

Schedule

Full-time position.

What We Offer

• Opportunity to gain experience in various areas of the business.
• Competitive compensation package including base salary and discretionary bonus.
• Comprehensive benefits package including health, dental, vision, and paid parental leave.
• 401k matching plan and HSA employer contributions.
• Student loan assistance and pet insurance.

Company Overview

Hightower is a wealth management firm founded in 2008. We provide investment, financial, and retirement planning services to individuals, foundations, and family offices, as well as 401(k) consulting and cash management services to corporations. Our firm operates as a registered investment advisor (RIA) and is headquartered in Chicago with advisors across the U.S.

EEO Statement

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.