Senior Client Service Associate- ower Signature Wealth

Senior Client Service Associate
- Hightower Signature Wealth

Chapel Hill, NC, USA

Posted Tuesday, August 11, 2026 at 5:00 AM

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 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).

We are a wealth management practice based in North Carolina that guides individuals and families to financial confidence and clarity. We combine our depth of service offerings with our team's collective experience to provide a range of wealth management services for individuals and families.

We're looking for a Senior Client Service Associate to join our growing team and help deliver a quality experience for our clients. This role is important to keeping things running smoothly and ensuring our clients feel supported, informed, and taken care of.

This is a great role for someone who enjoys working with clients, takes pride in doing things the right way, values accuracy, and enjoys being part of a collaborative team.

The Senior Client Service Associate supports our advisors and clients by handling high ‑ volume, day ‑ to ‑ day service requests. The work is process ‑ driven and detail ‑ oriented, and it plays a direct role in delivering a high-quality client experience. You will report to the Wealth Advisor and Operations Lead.

Client Relationship Management & Communication

• Be the primary contact for client inquiries, responding promptly and professionally.
• Help with scheduling client meetings (virtual or in ‑ person).
• Provide follow ‑ up after advisor meetings, ensuring all action items are completed.
• Handle confidential matters with discretion and elevate for advisor oversight.
• Cashiering
• Process client cashiering requests including wires, ACH transfers, securities gifting, charitable donations, etc.
• Verify legitimacy of client directed requests.
• Communicate with advisors/trading managers to coordinate trade and cash management items.
• Monitor and resolve custodial alerts related to assigned client accounts.
• Initiate account openings and asset transfers.
• Coordinate with custodial support team to reach resolution on outstanding service issues.

Account Maintenance

• Provide technical and operational assistance to clients and advisors regarding the use of internal systems and financial custodians.
• Handle account maintenance items such as beneficiary changes, trustee updates, address changes, cost basis updates, etc.

Compliance

• Ensure client documentation meets regulatory and practice standards.
• Maintain accurate documentation regarding client interactions and workflow items.
• Act following Fiduciary standards, maintaining data integrity and client privacy.
• Collaborate with advisors to provide support for client care and meeting preparation.
• Proactively provide advisors with client information helping client relationship continuity and overall portfolio management.

• Minimum 2 years of customer service or related experience
• Proficiency with PC's including Microsoft Office software applications (Word, Excel, Power Point, Outlook) required
• Proficiency with Box, Sales Force CRM, & Black Diamond preferred
• Knowledge of Schwab Institutional and Fidelity desired
• Comfortable navigating new technology platforms

• Communication Skills
  - Communicate with clients and colleagues in other departments. Able to document procedures that are clear and easy to understand. Demonstrate an in-depth understanding of assigned tasks underlying each operational function.
• Problem Solving - solve problems by using resources/procedures/other team members for a specific process, with a defined resolution. Addresses issues within team and with clients in a constructive manner while achieving the…