Client Service Associate - Morse, Towey, White and Hoffman

Client Service Associate - Morse, Towey, White and Hoffman

300 Madison Ave, New York, NY 10017, USA

Posted Thursday, February 26, 2026 at 6:00 AM

At Morse, Towey, White and Hoffman you will work with a tight-knit team of professionals dedicated to fulfilling the wealth management needs of families. We listen first. Each member of our team has one or more specialties in which they are the lead, and we all know who excels in what discipline. The structure allows us to focus on our strengths and interests while providing our clients with the knowledge and advice to address a myriad of financial challenges.

Our deeply held principles and beliefs serve as the foundation of our work. In addition to delivering thoughtful counsel and quality financial solutions to our clients, we are all committed to “giving back to our communities.” We share a deep dedication to and affection for our clients that inspires us to help one another grow and succeed.

We are looking for a successful Associate who is a multi-tasker at heart, with strong verbal and written communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization. You will be coachable, have a willingness to learn, and perform at a high level under variable workloads. You will report to the Managing Director, Partner.

We ask that you have the willingness to work a flexible schedule and be in the office Monday – Friday between 8:30am – 5:30pm.

• Provide quality service to clients and facilitate operational tasks (i.e. account opening, cash movements, check deposits, address change, beneficiary update, tuition payments, RMDs, charitable donations, etc.)
• Assist with the team’s prospect to client onboarding process by preparing paperwork and ensuring a smooth transition experience.
• Monitor upcoming life ” insurance premium schedules, reach out to clients to coordinate payment, and confirm receipt by the carrier.
• Compile tax support package for clients and accountants to include 1099s, K1s, and list of expected documents.
• Schedule client meetings, coordinate the team’s calendar, and prepare meeting presentations.
• Ensure accuracy with diligent follow-up on all client and Financial Advisor requests.
• Achieve proficiency in relevant technologies including Fidelity’s Wealthscape, Charles Schwab Advisor Services, Black Diamond performance reporting and Salesforce.
• Maintain client records and files following regulatory requirements and company policies.
• Provide phone support for multiple Financial Advisors.
• Support a variety of ad hoc projects throughout the year, including data gathering, client outreach, and operational clean ”ups.

You will have experience and attributes in the following areas:

• Strong interpersonal skills and a natural ability to build rapport with personnel and clients
• Experience with advisor needs and delivering client-focused solutions
• Ability to communicate, present, and influence key stakeholders at all levels of an organization, including executive and C-level

• SIE, Series 7 and Series 66 preferred, or willingness to obtain within 6 months of hire
• One or more years of work experience, including internships involving customer service or financial analysis
• Experience in MS Office applications, such as Word, Excel, Power Point
• Experience providing detailed troubleshooting and resolutions to users
• Experience handling support requests from a variety of different channels and organize workflow
• Acquire a working knowledge of the portfolio of accounts
• Interpersonal, organizational and client service skills
• We do not offer relocation for this opportunity

• 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
• Base salary of $80,000-$100,000 (exact base salary amount will be dependent on experience)

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals,…