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Client Experience Specialist — Wealth Management
Job in
Westport, Fairfield County, Connecticut, 06889, USA
Listed on 2026-08-22
Listing for:
Hightower Advisors
Full Time
position Listed on 2026-08-22
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management
Job Description & How to Apply Below
Hightower Advisors in the United States is seeking a Client Service Associate to manage the client experience and report to the Head of Office. The role focuses on onboarding, documentation, and ongoing client service to help advisors grow client relationships and ensure regulatory compliance.
Key responsibilities include overseeing onboarding, proactive client outreach, and supporting advisors with day-to-day operations while maintaining strict adherence to firm policies and industry standards.
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