Senior Client Service Associate- LCK Wealth Management

Hightower • New York, NY

5d

About The Position

LCK Wealth is a growing wealth management firm providing complex solutions to Ultra High Net Worth clients. This Barron’s and Forbes ranked team provides financial services primarily to high-net-worth individuals and families, including financial planning, investment strategy and implementation. We are seeking a proactive, high-energy client service associate who thrives in an entrepreneurial environment and is motivated to build, lead, and scale best-in-class client service and operational processes.

Requirements

• BA/BS degree required.
• 3+ Years of client service experience in the financial services industry.
• Exceptional proficiency in both written and spoken communication.
• The ability to accomplish a variety of tasks in a detailed, efficient and organized manner
• Team player, exceptional diligence, and demonstrates a client first attitude.
• Knowledge of Salesforce, Microsoft Office tools, Fidelity Wealthscape, Emoney.
• Series 7, 66 are required

Responsibilities

• Have knowledge of finance, including cash flow planning and investment basics.
• Ensure accuracy and timeliness across operational tasks (account onboarding, account maintenance, cash movement, beneficiary update, tuition payments, RMDs, charitable donations, etc.)
• Working with Advisors to help prepare financial data, portfolio information, investment data, and paperwork.
• Field client requests and complete tasks accurately and in a timely manner, following tasks to completion to ensure client’s needs are met while adhering to compliance standards.
• Prepare reports and supporting material for prospect and client meetings, including post-meeting documentation.
• As the first point of contact for clients - consistently demonstrating elevated levels of meaningful engagement.
• Opportunity to gain experience of different functions within the firm by supporting multiple roles.

Benefits

• 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: Senior