Client Experience Associate - Hightower Signature Wealth

Hightower•Brentwood, MO

About The Position

Founded in 2008, 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. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). We are looking to grow our Client Experience Team (CX) which supports our team by creating positive interactions for the public, clients, COIs, and Associates. The CX reports to the Partners through the Chief Experience Officer. We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports your goals. By being flexible today and in the future, you don’t need to feel locked into a fixed path or role. We believe the foundation of an extraordinary, high-performing, team is one in which each individual team member is permitted, encouraged, and supported to manage and develop their unique gifts and strengths. When combined with teammate’s unique gifts and strengths, the ensemble team is formed. It is in this way that when the individual team members succeed, the team succeeds, the client succeeds, and the community at large succeeds. We do not view these as mutually exclusive.

Requirements

Attention to detail and managing projects
Ability to adapt, pivot, and learn
Enthusiasm, fun, and frivolity in building rapport
Experience with Microsoft Office
Proficiency with standard office equipment: copy/scan, webcam
Ability to learn specialized software with support and guidance
Communication, engagement, and feedback
Participation, ownership, and accountability
Passion, enthusiasm, and earnest joyfulness
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.

Responsibilities

Ensure the common areas are kept clean, supplies are stocked, packages have been shipped, etc.
Answer incoming client calls and first point of contact for all visitors
Coordinate and confirm client in-office and external meetings
Organize client appreciation events: secure venues, catering, incidentals
Manage client gifts and holiday card mailings
Ensure and expand brand integrity through client satisfaction and expectation setting
Coordinate marketing efforts: print, digital and social media
Distribute and track monthly client and prospect email communications
Partner with Hightower corporate marketing and compliance teams for opportunities and best practices.

Benefits

Annual, written compensation plans, developed alongside you, that outline the steps for your career progression, and team goals and metrics so you understand how you get compensated and grow over time
On-the-job training
Resources for career development
Support for continuous learning
Mentorship
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)
PTO plan
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance