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Client & Onboarding Specialist
Job in
Westport, Fairfield County, Connecticut, 06889, USA
Listed on 2026-07-19
Listing for:
Hightower Advisors
Full Time
position Listed on 2026-07-19
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, CRM System
Job Description & How to Apply Below
Hightower Advisors in the United States seeks a Client Service Associate to drive the client experience. You will report to the Head of Office and oversee onboarding, documentation, funding, and client investments.
Responsibilities include proactive client outreach, CRM milestone tracking, and collaboration on projects, while ensuring compliance and supporting Advisors with daily operations.
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