Senior Client Service Associate- Treasury Partners

Hightower Advisors • New York, NY

2d

About The Position

Treasury Partners, a business unit within Hightower Advisors, provides investment services to corporations, endowments, foundations, and wealthy families. Its services include comprehensive wealth management, customized portfolio reporting, and the development of investment guidelines and strategies. As of June 30, 2025, the group has 31 investment professionals in New York City, serves more than 300 clients globally, and manages over $22 billion in client assets.

The Senior Client Service Associate partners with Financial Advisors to support their business, including account opening and maintenance, asset allocation, portfolio implementation, strategic planning, and operational support. The role works directly with clients across service needs and relationship development, provides portfolio analysis to help determine investment strategies, and collaborates with teammates and senior professionals to deliver quality client service and support career development.

Requirements

• BA/BS degree.
• 3–5+ years of client service experience.
• Series 7 and Series 66 licenses are required.
• Interest in becoming a CFP.
• 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

• Knowledge of Salesforce, Pershing NetX360, Fidelity Wealthscape, or Envestnet.

Responsibilities

• Partner with Financial Advisors to support their business through account opening and maintenance, asset allocation, portfolio implementation, strategic planning, and operational support.
• Work directly with clients on all aspects of client servicing and develop client relationships.
• Provide portfolio analysis for clients and prospects to determine appropriate investment strategies.
• Partner with teammates to provide quality client service.
• Work with senior professionals to support career success.

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.
• 401(k) matching plan.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.
• Base salary of $100,000–$110,000 per year, plus a discretionary bonus; exact base salary depends on experience.

What This Job Offers

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