Client Service Associate - Hightower Signature Wealth

Hightower Advisors • Cleveland, OH

12d • Hybrid

About The Position

The Client Service Associate supports Wealth Advisors and clients by managing complex service requests, maintaining strong client relationships, and ensuring wealth management operations are completed accurately and efficiently. The role is part of a collaborative, client-focused team serving high-net-worth individuals and families, and is suited to an organized professional who thrives in a fast-paced environment and delivers a high-touch, white-glove client experience.

Requirements

• At least 2 years of experience in wealth management, financial services, private banking, or a related client service environment.
• Strong understanding of wealth management operations, account administration, and client service best practices.
• Exceptional organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong problem-solving skills and ability to independently resolve client service issues.
• Proficiency with Microsoft Office applications, including Excel, Word, and PowerPoint.
• Ability to work collaboratively across departments while maintaining a high standard of client service.
• U.S. citizenship, U.S. permanent residency, or other unrestricted U.S. work authorization without a need for current or future sponsorship.

Nice To Haves

• Bachelor's degree.
• Experience supporting high-net-worth and ultra-high-net-worth clients.
• Experience with CRM systems, custodial platforms, and wealth management technology tools.
• FINRA Series 7 and 66 licenses.

Responsibilities

• Serve as a point of contact for client service needs and maintain relationships through proactive communication.
• Partner with Wealth Advisors to provide a high-touch client experience and support ongoing relationship management.
• Assist with account opening, account maintenance, transfers, money movement requests, beneficiary updates, and other client service transactions.
• Support client onboarding and ensure documentation is complete and compliant.
• Prepare client meeting materials, reports, agendas, and presentations.
• Attend client meetings when appropriate, document action items, and coordinate follow-up activities.
• Respond to client inquiries about accounts, service requests, and operational matters in a timely and professional manner.
• Work with custodians, vendors, and other professional partners to resolve client issues and facilitate requests.
• Maintain accurate client records and documentation in accordance with firm policies and regulatory requirements.
• Assist with implementation and ongoing maintenance of CRM systems and client data management processes.
• Identify opportunities to improve client service processes and operational efficiency.
• Assist with training and mentoring junior client service team members as needed.
• Stay current on industry trends, operational best practices, and regulatory requirements affecting client service.

Benefits

• Medical, dental, and vision insurance coverage beginning on the first day of employment.
• Paid parental leave: 16 weeks for a primary caregiver and 8 weeks for a secondary caregiver.
• 401(k) matching plan.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.
• Discretionary bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed