Senior Client Service Associate - Hightower Signature Wealth

Hightower • Downers Grove, IL

1d • $75,000 - $95,000 • 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 is a trusted partner to clients and advisors, supporting relationship management, operational excellence, and daily wealth management activities while delivering a high-touch client experience. It contributes to client retention and operational efficiency and may mentor junior team members.

The associate manages complex client service requests, coordinates onboarding and account transactions, prepares meeting materials, supports client meetings and follow-up, and responds to inquiries. The position also works with custodians, vendors, Home Office teams, and other partners to resolve issues; maintains accurate client and CRM records; helps improve workflows and technology; supports business development activities; and stays current on operational practices and regulatory requirements.

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 organization and attention to detail, with the ability to manage complex workflows from initiation through completion.
• Excellent verbal and written communication skills and the ability to communicate confidently 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, recognize when escalation is appropriate, and present thoughtful solutions.
• Initiative and willingness to identify process improvements, support organizational change, and refine workflows and service models.
• Ability to guide, train, and support 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 internal and external partners while maintaining high client service standards.
• Bachelor's degree preferred; equivalent professional experience in financial services, wealth management, client service, or a related field may be considered in lieu of a degree.

Nice To Haves

• FINRA Series 7 or 6 and Series 63 or Series 65/66 licenses preferred; candidates with relevant securities licensing and substantial industry experience are encouraged to apply.
• Life and Health insurance and Variable Annuity licensing is a plus but not required.
• Experience with insurance products, variable annuities, or related wealth management solutions is a plus.
• Experience supporting high-net-worth and ultra-high-net-worth clients preferred.

Responsibilities

• Serve as a primary point of contact for client service needs and maintain strong client relationships through proactive, responsive, professional communication.
• Partner with Wealth Advisors and Practice Leadership to anticipate client needs, support relationship management, and deliver a high-touch client experience.
• Coordinate complex client service needs, including account opening and maintenance, transfers, money movements, beneficiary updates, and other service 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 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 and urgency.
• Coordinate with custodians, vendors, Home Office teams, and other professional partners to resolve complex 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 operational inefficiencies; raise and appropriately escalate concerns with context, potential impact, and recommended solutions.
• Partner with Practice Leadership to refine processes, workflows, and service models and translate changes into consistent execution.
• Provide guidance to advisors and client service team members 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.
• Support colleagues in adopting new systems, processes, and responsibilities during organizational change.
• Assist with CRM implementation and maintenance, client data management processes, and technology or workflow improvements.
• Identify opportunities to improve client and advisor experience, operational efficiency, and scalable solutions for Practice growth.
• Support business development through client events, referral follow-up, prospect meeting preparation, and related activities.
• Stay current on industry trends, operational best practices, technology developments, and regulatory requirements affecting client service and wealth management.
• Own issues through resolution, exercising sound judgment, accountability, and a commitment to continuous improvement.

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.
• Discretionary bonus.

What This Job Offers

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