Senior Client Service Associate - Hightower Signature Wealth

Hightower Advisors • Downers Grove, IL

12d • Hybrid

About The Position

The Senior Client Service Associate joins a collaborative, client-focused wealth management team serving high-net-worth individuals and families. The role serves as a trusted partner to clients and advisors, delivering a seamless, high-touch client experience while supporting relationship management, operational excellence, and day-to-day wealth management activities. It is suited to an experienced client service professional who can manage complex requests, build strong relationships, support client retention, improve operational efficiency, and mentor junior team members as needed.

Requirements

• At least 5 years of experience in wealth management, financial services, or a registered investment advisory firm.
• Strong understanding of wealth management operations, account administration, investment account servicing, and client service best practices.
• Exceptional organizational skills and attention to detail, with the ability to manage complex workflows from initiation through completion.
• Excellent verbal and written communication skills for interactions with clients, advisors, senior leadership, custodians, and external partners.
• Ability to manage multiple priorities, competing deadlines, and changing requirements in a fast-paced environment.
• Strong judgment and problem-solving skills, including the ability to resolve issues independently, identify when escalation is appropriate, and present thoughtful solutions.
• Initiative in identifying process improvements, supporting organizational change, and refining workflows and service models.
• Ability to serve as a resource to colleagues and provide guidance, training, and support to less experienced team members.
• 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 advisors, operations, compliance, custodians, vendors, and other internal and external partners while maintaining high client service standards.
• U.S. citizenship, U.S. permanent residency, or other unrestricted U.S. work authorization; must not require U.S. work authorization sponsorship now or in the future.

Nice To Haves

• Bachelor’s degree; equivalent professional experience in financial services, wealth management, client service, or a related field may be considered instead.
• FINRA Series 7 or 6 and Series 63 or Series 65/66 licenses; candidates with relevant securities licensing and substantial industry experience are encouraged to apply.
• Life and Health insurance and Variable Annuity licensing.
• Experience with insurance products, variable annuities, or related wealth management solutions.
• Experience supporting high-net-worth and ultra-high-net-worth clients.

Responsibilities

• Serve as a primary point of contact for client service needs and maintain strong relationships through proactive, responsive, and professional communication.
• Partner with Wealth Advisors and Practice Leadership to deliver a high-touch client experience, anticipate client needs, and support relationship management.
• Own and coordinate complex service requests, including account opening and maintenance, transfers, money movements, beneficiary updates, and other transactions.
• Coordinate client onboarding and ensure documentation is accurate, complete, compliant, and processed through appropriate channels.
• Prepare client meeting materials, reports, agendas, presentations, and other supporting materials.
• Attend client meetings when appropriate, document action items, and coordinate timely follow-up and execution.
• Respond to client inquiries about accounts, service requests, and operational matters with sound judgment, urgency, and a solutions-oriented approach.
• Coordinate with custodians, vendors, Home Office teams, and other professional partners to resolve complex client issues and complete requests.
• Maintain accurate client records, documentation, and CRM data in accordance with firm policies, regulatory requirements, and service standards.
• Identify recurring issues, process gaps, and inefficiencies; raise and escalate concerns to Practice Leadership with context, potential impact, and recommended solutions.
• Partner with Practice Leadership to refine processes, workflows, and service models, and help implement changes consistently.
• Provide guidance to advisors and client service colleagues on processes, systems, custodial requirements, and complex client situations.
• Assist with training, mentoring, and onboarding junior client service team members and reinforce service standards and best practices.
• Help colleagues adopt new systems, processes, and responsibilities during organizational change.
• Assist with implementation and maintenance of CRM systems, client data processes, and other technology or workflow improvements.
• Identify opportunities to improve the client and advisor experience, operational efficiency, and scalability.
• Support business development through client events, referral follow-up, prospect meeting preparation, and related relationship-building activities.
• Stay current on industry trends, operational best practices, technology developments, and regulatory requirements affecting client service and wealth management.
• Take ownership of issues through resolution, demonstrating accountability, judgment, and commitment to continuous improvement.

Benefits

• Medical, dental, and vision insurance coverage beginning on the first day of employment.
• Paid parental leave: 16 weeks for the primary caregiver and 8 weeks for the secondary caregiver.
• 401(k) matching plan.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.
• Discretionary bonus.

What This Job Offers

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