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Senior Client & Wealth Ops Associate

Job in Chapel Hill, Orange County, North Carolina, 27517, USA
Listing for: HighTower Advisors
Full Time position
Listed on 2026-08-26
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 54000 - 75000 USD Yearly USD 54000.00 75000.00 YEAR
Job Description & How to Apply Below
Position: Senior Client Experience & Wealth Ops Associate

Hightower Signature Wealth in Chapel Hill, NC is seeking a Senior Client Service Associate to support our advisors and clients. This role is essential for delivering a high‑quality client experience, handling high‑volume service requests, and ensuring accuracy and discretion in all interactions.

You will work under the Wealth Advisor and Operations Lead, manage client inquiries, schedule meetings, process wires and transfers, and maintain regulatory documentation.

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Position Requirements
10+ Years work experience
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