Client Service Associate - 2/13 Strategic Partners

Hightower Advisors • Radnor, PA

18d • Remote

About The Position

2/13 Strategic Partners is a financial advisory practice which consists of 16 financial professionals located in Wayne, PA. The team serves approximately 350 families and has over $1.5 billion in client assets as of March 2026. This growth-focused team provides financial planning and wealth management services to corporate executives, business owners, and wealthy families. Visit our website at 213strategicpartners.com to learn more.
Our Core Values
Shared vision: We are motivated through goals and objectives that support our strategic direction.
Accountability: Everyone knows and owns what they need to do to contribute to the success of the practice.
Collaborative: We are committed to working together within and across multiple departments.
Trust: We build trust through our shared experiences, integrity, and honest relationships.
Professional growth: We are committed to learning from our experiences and continuing to build our knowledge.

We are looking for a Client Service Associate to join our team. You will report to the Director of Human Capital and Growth.

Requirements

• Strong interpersonal skills: relationship builder; curiosity about people and their behaviors
• Natural desire to be a problem solver
• Anticipate challenges and address them
• Take pride in your attention to detail
• Ability to manage changing priorities in a day, and set expectations with others
• Experience in Word, Excel, PowerPoint, Outlook, and Adobe
• Experience in Client Relationship Management system (Salesforce preferred)
• Experience in custodian platform (Schwab preferred)
• Bachelor's degree preferably in business, accounting, finance, economics, or related experience

Nice To Haves

• FINRA Securities licenses a plus

Responsibilities

• Prepare and process paperwork for client transactions, including opening new accounts, closing accounts, transferring assets, deposits, withdrawals, account title changes, address changes, and communicating the status of transactions to clients and Advisors
• Provide ongoing client account maintenance (e.g., all money requests, checks, wires, ACHs, regular periodic transfers, transfer of securities amongst accounts, special accounts, ongoing special client instructions)
• Work with partners and team members to respond to client requests
• 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 practice services, including their digital experience
• Use CRM platform to manage and document all workflows
• Participate in projects and internal working groups to ensure our client's needs are represented in practice plans
• Provide support for advisors by answering phones and responding to client requests
• Support Advisors and our practice with operational tasks

Benefits

• Remote work options
• 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)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level