Junior Client Service & Relations Associate - Altium Wealth Management

Junior Client Service & Relations Associate – Altium Wealth Management

Purchase, Harrison, NY 10577, USA

Founded in 2010, Altium believes that our clients wealth decisions are often compelled by a higher sense of purpose. Our mission far exceeds wealth generation: we want to empower our clients to create the life that they envision for themselves, their families, and their communities.

Altium Wealth is looking for a strategic professional to join our growing Client Service team. Our Client Service team directly impacts our client experience and is important to the success of the organization.

Please note this position requires you to be in the office Monday-Friday.

• You will serve as a liaison between clients and advisors, delivering quality service both internally and externally.
• Coordination and preparation for client meetings, including post-meeting documentation and follow-up
• Schedule meetings including confirmation emails
• Use the group’s different applications (Outlook, Salesforce, Schwab, TD, Fidelity) to obtain account information and complete/coordinate all aspects of client service and account maintenance requests
• Field client requests and complete tasks, following through to make sure client’s needs are met while following compliance standards
• Manage client data within CRM (Salesforce) and monitor to ensure accuracy
• Process and track insurance maintenance requests for client policies
• Other responsibilities as may be assigned

• Team player who shows a client first attitude
• Adaptable to constant change
• Attention to detail and strong follow up/follow through skills
• Strong written and verbal communication skills
• The ability to accomplish a variety of tasks in a thoughtful, organized manner and able to prioritize and re-prioritize throughout the day
• Show strong aptitude to anticipate client requests
• Maintain composure and remain positive under pressure even in time sensitive and complex situations
• 1+ years of experience in Financial Services
• 1+ years of experience maintaining client relationships and providing service in acorporate environment
• Proficiency in MS Outlook and MS Word (Excel a plus)
• Prior experience with CRM software, preferably Salesforce

• 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
• Salary range- $65,000-$75,000 plus discretionary bonus (exact amount is dependent on experience)

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.