Senior Client Services Associate- Treasury Partners

Hightower • New York, NY

11d • $95,000 - $110,000

About The Position

Treasury Partners operates as an advisory practice within Hightower Advisors, a financial services company. Established in 1988, Treasury Partners provides investment services to corporations, endowments, foundations, and wealthy families. These services include comprehensive wealth management, customized portfolio reporting, and development of investment guidelines and strategies. The team consists of 28 investment professionals located in New York City and services over 300 clients with over $22 billion in client assets as of January 2026. As a growing company, opportunities for internal growth and career development are plentiful.

Requirements

• BA/BS degree
• 3+ years client service experience
• Knowledge of Salesforce, Pershing Netx360, Fidelity Weathscape, Envestnet
• Series 7 & 66 are required
• You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Nice To Haves

• Interest in becoming a CFP

Responsibilities

• Partner with Financial Advisors to support their business and provide important functions such as account opening and maintenance, asset allocation, portfolio implementation, strategic planning and operational support
• Work directly with clients in all aspects of client servicing with the ability to developing relationships
• Provide portfolio analysis for clients/prospects to determine appropriate investment strategies
• Partner with teammates to provide client service

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
• Base salary of $95,000-$110,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees