Senior Associate, Client Operations

Hightower Advisors • Cleveland, OH

3d • Hybrid

About The Position

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

The position supports onboarding and account opening, funding and maintenance, client service requests, money movement, required minimum distributions, account updates, and client agreements. It also coordinates with custodians and internal Hightower teams to resolve requests and deliver timely service to advisors and their clients.

Hightower is a wealth management firm founded in 2008 that provides investment, financial, and retirement planning services to individuals, foundations, and family offices, as well as 401(k) consulting and cash management services to corporations. The firm is based in Chicago and has advisors across the United States.

Requirements

• At least 3 years of experience in client service, operations, wealth management, financial services, or a related field.
• A service-first mindset and commitment to 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 a need for 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 beginning 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 a discretionary bonus; exact base salary depends on experience.

What This Job Offers

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