Client Service Associate - Hightower Signature Wealth

Client Service Associate

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision.

Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

We are looking for a Client Service Associate to help bring our mission to life. The Client Service Associate controls our client experience. You will report to the Head of Office.

• Controls our client experience
• Oversight of client onboarding process from start to finish including preparation of documentation establishing accounts; funding and getting client invested
• Proactive outreach to clients to share team services, including their digital experience
• Use CRM platform to document milestones in clients' lives
• Participate in projects and internal working groups to ensure the client's needs are represented in projects
• Ensure both clients and the team are protected by observing practice's compliance policies
• Support Advisors with operational tasks

• Ability to anticipate challenges and address them
• Ability to manage changing priorities in a day, and set expectations with others
• Strong interpersonal skills: relationship builder; curiosity about people and their behaviors
• Innate desire to be a problem solver
• Attention to detail
• Work experience in Financial Services desired, but not required
• FINRA Securities licenses desired, but not required

We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports your goals. By being flexible today and in the future, you don't need to feel locked into a fixed path or role.

We believe the foundation of a strong team is one in which each individual team member is permitted, encouraged, and supported to manage and develop their unique gifts and strengths. When combined with teammate's unique gifts and strengths, the ensemble team is formed. It is in this way that when the individual team members succeed, the team succeeds, the client succeeds, and the community at large succeeds.

We do not view these as mutually exclusive.

We provide:

• Annual base salary of $85,000-$100,000 based on qualifications and experience
• Annual, written compensation plans, developed alongside you, that outline the steps for your career progression, and team goals and metrics so you understand how you get compensated and grow over time
• On-the-job training
• Resources for career development
• Support for continuous learning
• Mentorship
• 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)
• PTO plan
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

AN EQUAL OPPORTUNITY

EMPLOYER:

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.