Financial Client Support Specialist

6 days ago


Westport, Connecticut, United States HighTower Full time

About Us

Hightower is a boutique multi-family office wealth advisory practice serving the sophisticated wealth needs of individuals, families, and their related businesses and organizations.

Our Team

As a member of our team, you will be part of a dynamic and collaborative environment that values teamwork, innovation, and continuous learning.

Your Responsibilities

  • Build and Maintain Client Portfolios: Utilize performance reporting software (Black Diamond) to build and maintain client portfolios, including client onboarding, manual accounts, account retitling, and assets held away.
  • Prepare Tax Documents: Compile all client annual tax documents and upload them to relevant portals for clients and centers of influence.
  • Communicate Effectively: Interact with high-net-worth clients, their trusted advisors, and internal stakeholders to provide compassionate and superior service.
  • Participate in Meetings: Participate in client meetings to facilitate complex administrative needs and assist advisors with follow-up.
  • Maintain Data Integrity: Work proactively to maintain data integrity across various systems and applications.

What We Offer

  • Estimated salary range of $65,000-$80,000 per year, depending on experience
  • Comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off

How to Apply

If you are a motivated and detail-oriented professional looking for a challenging and rewarding career opportunity, please submit your resume and cover letter for consideration.



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