Part Time Client Experience Associate - Hightower Signature Wealth

Hightower Advisors • Greensboro, NC

1d • Onsite

About The Position

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 for a temporary part-time Client Experience Associate to support our team as the first contact to greet clients and answer incoming calls. Additional responsibilities include maintaining the office, coordinating meeting schedules and assisting with marketing events as requested. We expect this position to span around six months with the possibility of extending to a permanent position after that time.

Requirements

• Effectively communicates with colleagues and clients, following clear instructions and demonstrating understanding of assigned tasks.
• Utilizes resources and procedures to solve problems effectively.
• Focuses on understanding task details while maintaining awareness of the big picture.
• Maintains organized documentation and can retrieve specific items quickly using various filing systems.
• Documentation of all work completed and in process is a must, including client conversations.
• Multitasks and prioritizes tasks in a fast-paced environment, managing conflicting priorities effectively.
• Works well independently and collaboratively, forming good relationships and demonstrating sensitivity and respect.
• Proactively seeks opportunities to assist colleagues, demonstrating a positive work ethic and willingness to take initiative.
• 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

• Greet visitors and answer incoming calls in a timely manner.
• Ensure office areas are always well-kept and ready for clients.
• Manage supplies and sort mail.
• Assist other team members with client and internal team scheduling.
• Assist other team members to coordinate logistics for internal events, client meetings, and team offsites.
• Manage catering and meal planning, room setup, and guest accommodations to ensure a professional and welcoming experience.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed