Junior Client Service & Relations Associate - Altium Wealth Management

Altium Wealth – Client Service Associate

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.

Important:
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.
• Coordinate and prepare for client meetings, including documenting post-meeting follow-up.
• Schedule meetings and send confirmation emails.
• Use various applications (Outlook, Salesforce, Schwab, TD, Fidelity) to obtain account information and complete or coordinate client service and account maintenance requests.
• Field client requests and complete tasks, following through to ensure client needs are met while adhering to compliance standards.
• Manage client data within CRM (Salesforce) and monitor it to ensure accuracy.
• Process and track insurance maintenance requests for client policies.
• Other responsibilities as assigned.

• Team player who shows a client-first attitude.
• Adaptable to constant change.
• Attention to detail and strong follow-up skills.
• Excellent customer-facing skills.
• Strong written and verbal communication skills.
• The ability to accomplish a variety of tasks thoughtfully, organized, and to prioritize throughout the day.
• 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 a corporate 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.
• Pet insurance.
• Salary range: $65,000-$75,000 plus discretionary bonus (exact amount depends on experience).

Hightower is an equal opportunity employer and does not discriminate based on 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.

U.S. citizenship or permanent residency is required and no sponsorship will be provided.