Senior Client Service Associate- Treasury Partners

Hightower • New York, NY

3d • $100,000 - $110,000

About The Position

Treasury Partners, a business unit within Hightower Advisors, provides investment services to corporations, endowments, foundations, and wealthy families. The group offers comprehensive wealth management, customized portfolio reporting, and the development of investment guidelines and strategies. As of June 30, 2025, Treasury Partners had 31 investment professionals in New York City, serving more than 300 clients globally with over $22 billion in client assets. The group has appeared on Barron's Top 100 Financial Advisors list since 2005 and offers opportunities for internal growth and career development.

The Senior Client Service Associate partners with Financial Advisors to support their businesses, works directly with clients across servicing needs, and provides portfolio analysis to help determine appropriate investment strategies. The position also involves collaborating 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.
• Must be a U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization, without needing current or future sponsorship.

Nice To Haves

• Knowledge of Salesforce, Pershing NetX360, Fidelity Wealthscape, or Envestnet.
• Interest in becoming a CFP.

Responsibilities

• Partner with Financial Advisors to support their businesses 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