Client Service Associate - Hightower Signature Wealth

Hightower Advisors • Westport, CT

1d • Onsite

About The Position

The Client Service Associate controls our client experience. You will report to the Head of Office. This role is responsible for overseeing the client onboarding process from start to finish, including preparing documentation, establishing accounts, funding, and getting clients invested. The associate will also conduct proactive outreach to clients to share team services and their digital experience, use the CRM platform to document client milestones, and participate in projects to ensure client needs are represented. Additionally, the role involves ensuring compliance with practice policies to protect clients and the team, and supporting Advisors with operational tasks.

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

• Medical insurance
• Dental insurance
• 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
• 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

What This Job Offers

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