Client Service Associate - Hightower Signature Wealth
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 Client Service Associate to help bring our mission to life. The Client Service Associate controls our client experience. You will report to the Chief Experience Officer.
Requirements
- Ability to anticipate challenges and address them
- Ability to manage changing priorities in a day, and set expectations with others
- Strong interpersonal skills: relationship builder; curiosity about people and their behaviors
- Innate desire to be a problem solver
- Attention to detail
- 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
- Work experience in Financial Services desired, but not required
- FINRA Securities licenses desired, but not required
Responsibilities
- Controls our client experience
- Oversight of client onboarding process from start to finish including preparation of documentation establishing accounts; funding and getting client invested
- Proactive outreach to clients to share team services, including their digital experience
- Use CRM platform to document milestones in clients’ lives
- Participate in projects and internal working groups to ensure the client’s needs are represented in projects
- Ensure both clients and the team are protected by observing practice’s compliance policies
- Support Advisors with operational tasks
Benefits
- Annual base salary of $85,000-$100,000 based on qualifications and experience
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
