Senior Client Service Associate- Hierax Wealth Partners

3 days ago

Westport, United States HighTower Advisors Full time

A boutique multi-family office advisory practice serving the sophisticated wealth needs of individuals, families, and their related businesses and organizations. We provide a concierge approach to our clients, fostering a collaborative and transparent relationship with every member of the client's team ensuring accountability and successful implementation of their family's complex financial needs and goals.

The Senior Client Service Associate is a detail-oriented executor who handles recurring operational responsibilities for our clients and for our team. They are familiar with all standard operating procedures and consistently execute these procedures to a high standard. They provide world-class, cross functional support to both clients and advisors. They must possess exemplary customer service, problem solving, and conflict resolution skills. Our ideal candidate is willing to go outside the box to solve a problem and always stand up for the client's best interest.

You will be in the office Monday-Friday 8:30AM to 5PM

Job Responsibilities:

  • Interacts daily with high-net worth clients, along with their trusted advisors (i.e., CPAs, attorneys, paralegal staff) to provide compassionate and superior service with every client and colleague.
  • Works proactively in all facets of the role, consistently seeking out new opportunities to assist advisors in planning more efficiently, maximizing data integrity, taking the initiative to re-define best practices, and identifying high-impact activities.
  • Promptly responds to e-mails and client phone inquiries, communicates back to clients and advisors in a prompt, courteous, and helpful manner.
  • Promptly resolves standard client service issues effectively and efficiently including, but not limited to: onboarding new clients, opening new accounts for existing clients, sending and receiving client deposits and withdrawals including but not limited to domestic and foreign wires, assisting clients with online custodian and portal access, writing letters of authorization for client signature and providing proof of fund letters on demand, managing client required minimum distributions, and interacting with client tax and legal professionals regarding client documentation needs.
  • Scans, files and manages on-line documentation. Compiles industry-required KYC data from current or prospective clients and accurately enters data into CRM (Salesforce).
  • Consistently documents all client communications within CRM across all communication mediums (fax, call, email).
  • Participates in client meetings to facilitate the onboarding process and other complex administrative needs as they arise (i.e., Estate distributions, asset retitling, etc.)
  • Assists advisors in distributing invoices and tracking collections.
  • Maintains a positive attitude and a willingness/flexibility to help on high priority client issues. A "no task is too small" attitude is paramount.
  • Performs tasks in a manner that display a commitment to excellence and team-defined best practices.
  • Protects clients' rights by maintaining confidentiality of all personal and financial information.
  • Participates in firm client events (which may be after hours - usually 2-3 annually)
  • Duties may evolve over time depending on firm initiatives and the development of specific skill sets acquired.

Who You Are:

  • A confident and poised professional with excellent communication, time management, and organizational skills.
  • You are self-motivated and demonstrate initiative. You share a passion for process improvement and for being the best version of yourself every day. You are a self-starter comfortable navigating through ambiguous environments - knowing you have a dedicated team ready to dive in and support you every step of the way.
  • You are a creative thinker with highly developed analytical skills who can quickly master the tools of the industry, including CRM (Salesforce), reporting tools (Black Diamond), and RIA / Custodian Systems (Fidelity, Schwab)
  • Advanced proficiency with Microsoft Office products, especially Word and Excel, is essential. You will be responsible for the full functionality of software packages, reporting, and technology applications.
  • You are comfortable working in a fast-paced, growth-oriented environment.
  • You have the ability to remain calm, think on your feet, and exercise sound judgement under pressure.
  • You are a low-ego team player who is excited about working in a true team, collaborative environment.

Requirements:

  • At least 7 years of applicable financial client service experience at a Registered Investment Advisor (RIA). Please do not apply if you do not have direct RIA experience.
  • Associate or Bachelor's Degree
  • Series 7 and 66 Licenses Preferred
  • Eligibility to work in the US

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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