Client Service Associate

2 weeks ago

West Palm Beach, United States HighTower Full time
Hightower's 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).

What You'll Do
We are looking for a successful Client Service Associate that is committed to making a positive difference for clients, and provide exceptional service in the wealth management industry.
  • Serve as the primary point of contact for clients, addressing inquiries and providing exceptional client service through phone, email, and in-person interactions.
  • Work closely with financial advisors to prepare and process account paperwork, including new account openings, account transfers, and account maintenance.
  • Coordinate and schedule client meetings, events, and educational seminars.
  • Maintain client records and files following regulatory requirements and company policies.
  • Collaborate with custodian partners (Fidelity, Pershing, Schwab) to ensure timely and accurate processing of client transactions.
  • Help prepare client reports, presentations, and other materials as needed.
  • Monitor and track client-related tasks and follow-ups using our CRM system.
  • Perform general office tasks, such as ordering supplies, managing correspondence, and maintaining office organization.
  • Participate in ongoing professional development to stay current with industry trends, regulations, and best practices.
What You'll Bring
  • 3+ years of experience in the Finance industry
  • Certified notary (or willing to become one)
  • Strong organizational skills and attention to detail, with the ability to manage multiple tasks and priorities.
  • Excellent verbal and written communication skills.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and experience with CRM systems.
What We Offer
  • Coverage on the first day of employment for Medical, Dental, and Vision insurance
  • Paid Parental Leave (16 weeks for the primary caregiver and 8 weeks for the secondary caregiver)
  • 401k Matching Plan
  • HSA Employer Contributions
  • Student Loan Assistance
  • Pet Insurance


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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