Senior Client Service Associate

6 days ago

New York, New York, United States Hightower Advisors Full time $95,000 - $110,000 per year

Your Future Team
Treasury Partners operates as a business unit within Hightower Advisors, 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. As of June 30th, 2025 the group consists of 31 investment professionals located in New York City and services over 300 clients globally with over $22 billion in client assets. Treasury Partners has been listed on Barron's Top 100 Financial Advisors since 2005. As a growing company, opportunities for internal growth and career development are plentiful.

What You'll Do

  • 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 quality client service
  • Work with senior professionals to fuel career success

What You'll Bring

  • BA/BS degree
  • 3+ years client service experience
  • Knowledge of Salesforce, Pershing Netx360, Fidelity Weathscape, Envestnet a plus
  • Series 7 & 66 is required
  • Interest in becoming a CFP

What We Offer

  • 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 a year plus discretionary bonus (exact base salary amount will be dependent on experience)

Our 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 financial vision. Based in Chicago with advisors across the U.S., the firm operates 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.

  • Senior Associate, Client Services

    7 days ago

    New York, New York, United States Fohr Full time $80,000 - $85,000 per year

    Position:Senior Associate, Client ServicesLocation:Lower East Side, NYC (Hybrid, 3 days in-office)Employment Type:Full-TimeDepartment:Client ServicesReporting to:Senior Manager or Manager, Client ServicesSalary Range:$80,000 – $85,000POSITION SUMMARYA Senior Associate executes whole or partial scopes, led by senior members of the team, as an individual...

  • Senior Client Service Associate

    2 days ago

    New York, New York, United States Hanover Bank Full time

    DescriptionLocation: Rockefeller CenterAbout UsHanover Bank – When you love your work and the people you work with, careers are madeEmbracing diversity, valuing inclusion and showing respect are the foundation upon which we build our team. At Hanover Bank, inclusion means respecting personal beliefs and appreciating that we all have perspectives that...

  • Senior Client Operations Associate

    2 hours ago

    New York, New York, United States Rockefeller Capital Management Full time

    About Rockefeller Capital ManagementRockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...

  • Associate Director of Client Services

    5 days ago

    New York, New York, United States Attain Full time $120,000 - $180,000 per year

    About AttainBuilt for consumers and companies alike. In a world driven by data, we believe consumers and businesses can coexist. Our founders had a vision to empower consumers to leverage their greatest asset—their data—in exchange for modern financial services. Built with this vision in mind, our platform allows consumers to access savings tools, earned...

  • Senior Client Associate

    2 days ago

    New York, New York, United States Savvy Wealth Full time

    About Savvy Wealth:Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don't offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over...

  • Client Services Associate

    6 days ago

    New York, New York, United States Urban Clarity Full time $60,000 - $84,000 per year

    Who we areUrban Clarity helps stressed New Yorkers get out from under the clutter, streamline their spaces, and maximize their lives. Featured in Wall Street Journal, Real Simple, Forbes & Martha Stewart we were honored to be NY Magazine's Best of 2023 Home Organizers.With 18 years in business, clients value our ability to listen to their inner stories and...

  • Client Service Associate

    1 week ago

    New York, New York, United States NewEdge Capital Group LLC Full time $100,000 - $150,000 per year

    Job Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide...

  • Associate, Client Services

    7 days ago

    New York, New York, United States Third Bridge Group Limited Full time $96,000 - $127,000 per year

    Start Dates:January, April, July & September 2026Want toaccelerate your careerin ahigh-energy, commercial role?If you're competitive, a confident communicator, both on the phone and in person, andhungry to grow fast, ourAssociate roleat Third Bridge could be your next big move.About Third BridgeWe connect the world'stop investors and business leadersto the...

  • Client Service Associate

    2 days ago

    New York, New York, United States Wealth Enhancement Full time

    About Wealth EnhancementWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans...

  • Client Service Associate

    2 days ago

    New York, New York, United States PandoLogic Full time

    Client Service Associate, New York, NY - Compile & update docs & contracts. Prep presentation materials & gather meeting notes to input them in client files. Schedule advisor-client meetings. Create/maintain client portfolios. Manage advisors' social media accounts. Troubleshoot complaints & suggest company prdcts or srvcs. 1yr. Exp. Req. Sal: $61,526/yr.,...