Trading and Client Operations Associate - Dechtman Wealth Management

Trading and Client Operations Associate - Dechtman Wealth Management Job Description What You'll Do

• Execute trades across client accounts in accordance with portfolio models and advisor direction
• Ensure accurate and timely trade settlement and reconciliation
• Monitor cash levels and raise cash for distributions, fees, and rebalancing
• Assist with portfolio rebalancing and implementation of investment strategies
• Coordinate with custodians to resolve trade-related issues

• Process client withdrawals, distributions, and money movements
• Coordinate ACH, wire requests, and check disbursements
• Verify funding availability and ensure documentation for all transactions
• Troubleshoot and resolve transaction-related issues with custodians and clients

• Support the team with client service requests after market close
• Help with account maintenance, service follow-ups, and client inquiries
• Help ensure accurate completion of client requests
• Provide a high level of responsiveness and professionalism in all client interactions

• Open, update, and maintain client accounts across systems
• Maintain accurate client records in CRM and portfolio management systems
• Help with account linking, beneficiary updates, and banking instructions
• Support reporting and data accuracy across platforms

• Maintain proper documentation for trades, distributions, and client requests
• Help with compliance tracking for client transactions and correspondence
• Ensure all activities meet practice and regulatory standards

• Collaborate with advisors and team members to ensure smooth daily operations
• Help with process improvements and operational efficiencies

• 1 or more years of experience in financial services, wealth management, or trading operations preferred
• Experience with custodial platforms such as Schwab is strongly preferred
• Understanding of trading workflows, cash management, and account operations
• Familiarity with portfolio management systems such as Black Diamond is a plus
• Ability to manage multiple priorities in a fast-paced environment
• Excellent communication and organizational skills
• High level of professionalism and discretion when handling client information
• Proficiency in Microsoft Office Suite and CRM systems
• Bachelor's degree in Business, Finance, or related field preferred
• Client-focused mindset with a commitment to delivering quality service
• Ability to work both independently and as part of a team

• 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
• Annual base salary of $75,000 - $85,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

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.