Senior Associate, Client Operations

Hightower • Cleveland, OH

4d • $75,000 - $85,000 • Hybrid

About The Position

The Senior Associate, Client Operations provides primary service and operational support to a designated group of financial advisors while ensuring a seamless client experience. The role serves as a trusted partner to advisors by managing account-related activities, coordinating with internal support teams, and maintaining accurate client records. The position supports a group of 5–8 financial advisors.

The role is based in an in-office Monday-through-Thursday and work-from-home Friday arrangement. Base salary is $75,000–$85,000, with a discretionary bonus; the exact base salary depends on experience.

Requirements

• At least 3 years of experience in client service, operations, wealth management, financial services, or a related field.
• A service-first mindset and passion for delivering exceptional client and advisor experiences.
• Strong organizational skills, attention to detail, and a process-focused approach.
• Excellent verbal and written communication skills, with the ability to build strong relationships and collaborate effectively across teams.
• A team-oriented mindset and ability to thrive in a fast-paced, collaborative environment.
• U.S. citizenship, U.S. permanent residency, or other unrestricted U.S. work authorization without requiring sponsorship now or in the future.

Nice To Haves

• Familiarity with Hightower’s core custodians and account servicing processes.

Responsibilities

• Provide primary service coverage and operational support for a designated group of 5–8 financial advisors.
• Facilitate new client onboarding, account opening, account funding, and account maintenance.
• Process and support client servicing requests, including money movement transactions, required minimum distributions (RMDs), account updates, and client agreements.
• Coordinate with custodians and internal Hightower support functions to resolve service requests and ensure timely execution of client needs.
• Maintain accurate and complete client records while delivering a premier service experience to advisors and their clients.

Benefits

• Medical, dental, and vision insurance coverage starting on the first day of employment.
• Paid parental leave: 16 weeks for a primary caregiver and 8 weeks for a secondary caregiver.
• Onsite mother’s lounge.
• Flexible PTO plan.
• 401(k) matching plan.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.
• Base salary of $75,000–$85,000 plus discretionary bonus; exact base salary depends on experience.

What This Job Offers

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