Client Service and Operations Associate - Hightower Westchester

Hightower Advisors • Harrison, NY

1d • Onsite

About The Position

Hightower Westchester is a fast-paced, thriving financial advisory practice based in Harrison, New York. They are a client-centric team that provides a holistic approach to wealth management. They are searching for a director of operations and client service who naturally has a “do what it takes” attitude to support a seasoned team while providing a quality experience our clients have come to expect. The Client Service and Operations Associate is a strategic team member responsible for integrating operational efficiency and client service. This role will support long-term growth and sustainability. This is an in-office position.

Requirements

• Team player and a “client first” attitude
• BA/BS degree preferred in Business/Marketing/Communications or related field
• Strong Microsoft Office and Outlook competency with an emphasis on Excel
• Salesforce experience a plus
• Process-driven tasking and follow up skills
• Excellent client-facing skills
• Strong written and verbal communication skills
• The ability to accomplish a variety of tasks in a detailed, efficient, and organized manner
• 3 or more years of experience with Financial Service and or Client Service
• Series 65. If not licensed it must be achieved within 6 months of hire. Other licenses may be required over time
• You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Nice To Haves

• Adaptable. You are comfortable working in a fast-paced environment.
• Agile. You maintain composure and remain positive under pressure.
• Team player. You love collaborating and sharing ideas. You trust your teammates, and support.
• Clear communicator. You are great at getting and giving respectful and productive feedback to clients and colleagues.
• Organized. You create clear and logical processes to support your work and that of the organization.

Responsibilities

• Timely, consistent, and accurate completion of operational tasks, activities and workflows including account services and transaction processing
• Field client requests and complete tasks, following through to ensure our client's needs are met while following compliance standards
• Ensure the prospect and client experience is performed as designed by managing and following the prospect and client timelines, and completing multi-step tasks
• Work with our custodian (Fidelity) to open accounts, obtain account information and complete service requests
• Opening and updating separately managed accounts
• Preparing subscription documents for alternative investments
• Document and update contact information, status updates, and other important information within the CRM database. (Salesforce)
• First contact for clients and visitors in the office and by phone demonstrating high levels of meaningful engagement
• Scheduling meetings and travel
• Light office management including using Concur (expense management), resolving vendor and IT issues, ordering office supplies
• Opportunity to learn different functions within the practice by supporting multiple roles
• Assist Marketing with client events and client gifts
• Assist the team in operational, administrative, and marketing functions

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)
• Flexible PTO plan
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree