Client Experience Associate - Hightower Signature Wealth

Hightower Advisors • Brentwood, MO

3d

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).

The Role: 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.

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

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees