Client Service Associate - Hightower Signature Wealth

Hightower • Cleveland, OH

1d • $70,000 - $80,000 • Hybrid

About The Position

The Client Service Associate supports advisors and clients on a collaborative, client-focused wealth management team serving high-net-worth individuals and families. The role manages complex service requests, maintains client relationships, and ensures wealth management operations are completed accurately and efficiently. It is suited to an organized, client-focused professional who works well in a fast-paced environment and takes pride in delivering high-touch, white-glove service.

The position is in-office five days per week during the first six months. After six months, employees may be eligible to work remotely one to two days per week. The base salary is $70,000–$80,000, with a discretionary bonus; the exact base salary depends on 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 resolve client service issues independently.
• Proficiency with Microsoft Office applications, including Excel, Word, and PowerPoint.
• Experience with CRM systems, custodial platforms, and wealth management technology tools.
• Ability to collaborate across departments while maintaining a high standard of client service.
• Must be a U.S. citizen, U.S. permanent resident, or have other unrestricted U.S. work authorization, without needing sponsorship now or in the future.

Nice To Haves

• Bachelor's degree preferred.
• Experience supporting high-net-worth and ultra-high-net-worth clients preferred.
• FINRA Series 7 and 66 licenses preferred but not required.

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 and maintenance, transfers, money movement, 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 implementing and maintaining 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.
• Employer contributions to a Health Savings Account (HSA).
• Student loan assistance.
• Pet insurance.
• Discretionary bonus.

What This Job Offers

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