Trust & Estates/Client Service Associate - Argent Wealth Management

3 weeks ago

Watertown, United States HighTower Advisors Full time

Our Story

Investments, estate, tax, and financial planning - all under one roof. Argent Wealth Management is an independent-minded business where individuals and families experience comprehensive and personal wealth management services. Our firm is steeped in a tradition of client service and personal relationships. We built these relationships over 30 years of being devoted to helping individuals and their families achieve their financial goals. At Argent, behind every business decision is a single core belief: Do what's best for our clients.

Your Future Team

From training of our team on the latest estate and tax strategies and implementing investment research technology, to discovering better ways to improve client service, it's all about our clients. We strive to simplify our clients' lives, find solutions, and create long-lasting, trusted relationships. Does this sound like the kind of positive, team-focused environment where you would excel? Argent Wealth Management is looking for a individual to join our team as a trusts & estates (~30%) and client service associate (~70%). See www.argentwm.com or one of our social media platforms (LinkedIn, YouTube, Facebook, Instagram, Twitter) for more information.

Please note - this is an in-office (Monday-Friday) position.

What You'll Do

You have paralegal experience specific to trusts, estates and probate, accompanied by experience interpreting and responding to customer requests, and a heart for service. Financial industry experience would be appreciated. Trust is a cornerstone of client relationships. You are ethical and able to handle sensitive personal, legal and financial information with the utmost confidentiality.

  • Delivering great service both internally and externally
  • Assisting in-house attorneys with all aspects of estate planning and trust administration work including preparing draft documents and reviewing legal documents.
  • Being a contact for clients, addressing inquiries, and providing great client service through phone, email, and in-person interactions.
  • Working with financial advisors and associates to prepare and process account paperwork, including new account openings, account transfers, and account maintenance. Becoming an subject matter expert in these matters.
  • Becoming comfortable and proficient in using our different applications (Outlook, Salesforce, Orion, and custodial platforms Schwab and Fidelity) to obtain account information and complete/coordinate all aspects of client service and account maintenance requests
  • Fielding client requests and completing tasks, following through to make sure client's needs are met while following compliance standards
  • Managing client data within CRM (Salesforce) and monitoring to ensure accuracy
  • Handling other responsibilities as assigned

What You'll Bring

  • Client service skills
  • Experience providing detailed troubleshooting and resolutions to users, accuracy and organization along with proactivity
  • Experience interpreting and responding to customer requests
  • Experience with the use of legal trusts and estates software
  • Able to manage workload demands throughout the day/week
  • Team player who shows a client-first attitude
  • Demonstrate a desire to attend to advisor and client requests/needs
  • Experience maintaining client relationships and providing service in a corporate environment
  • Finance industry experience
  • Proficiency in Excel (can perform complex functions)
  • Eagerness to work in a growing firm

What We Offer

  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Possible hybrid model work schedule based on performance
  • 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

Hightower Story:

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER:Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

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.

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