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Client Service and Operations Associate - Hightower Westchester
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HighTower Advisors
Harrison, NY (In Person)
$90,000 Salary, Full-Time
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Job Description
Client Service and Operations Associate - Hightower Westchester HighTower Advisors - 3.6 Harrison, NY Job Details Full-time $85,000 - $95,000 a year 1 day ago Benefits Paid parental leave Health savings account Health insurance Dental insurance Paid time off Parental leave Vision insurance 401(k) matching Loan assistance Pet insurance Qualifications Office supply management Customer records maintenance Investment advisory support Microsoft Excel Office activity coordination Microsoft Outlook Business travel arrangements Bachelor's degree in communications Account maintenance Financial transaction processing Phone communication Marketing Expense management Bachelor of Science Bachelor's degree in business Improving operational efficiency 3 years Meeting scheduling Managing clients in a customer support role Bachelor's degree in marketing Salesforce Cloud Bachelor's degree Managing clients in a finance role Task prioritization Client services Investment account customer support Office supply ordering Vendor communication Project task coordination Communications Full Job Description Your Future Team Hightower Westchester is a fast-paced, thriving financial advisory practice based in Harrison, New York. We are a client-centric team that provides a holistic approach to wealth management. We're searching for a director of operations and client service who naturally has a "do what it takes" attitude to support a seasoned team while providing a quality experience our clients have come to expect. You will report to the Managing Directors. The Client Service and Operations Associate is a strategic team member responsible for integrating operational efficiency and client service. You will support long-term growth and sustainability. This is an in-office position. Characteristics you will need to be successful in this role: Adaptable. You are comfortable working in a fast-paced environment. Agile. You maintain composure and remain positive under pressure. Team player. You love collaborating and sharing ideas. You trust your teammates, and support. Clear communicator. You are great at getting and giving respectful and productive feedback to clients and colleagues. Organized. You create clear and logical processes to support your work and that of the organization. What You'll Do Timely, consistent, and accurate completion of operational tasks, activities and workflows including account services and transaction processing Field client requests and complete tasks, following through to ensure our client's needs are met while following compliance standards Ensure the prospect and client experience is performed as designed by managing and following the prospect and client timelines, and completing multi-step tasks Work with our custodian (Fidelity) to open accounts, obtain account information and complete service requests Opening and updating separately managed accounts Preparing subscription documents for alternative investments Document and update contact information, status updates, and other important information within the CRM database. (Salesforce) First contact for clients and visitors in the office and by phone demonstrating high levels of meaningful engagement Scheduling meetings and travel Light office management including using Concur (expense management), resolving vendor and IT issues, ordering office supplies Opportunity to learn different functions within the practice by supporting multiple roles Assist Marketing with client events and client gifts Assist the team in operational, administrative, and marketing functions What You'll Bring Team player and a "client first" attitude BA/BS degree preferred in Business/Marketing/Communications or related field Strong Microsoft Office and Outlook competency with an emphasis on Excel Salesforce experience a plus Process-driven tasking and follow up skills Excellent client-facing skills Strong written and verbal communication skills The ability to accomplish a variety of tasks in a detailed, efficient, and organized manner 3 or more years of experience with Financial Service and or Client Service Series 65. If not licensed it must be achieved within 6 months of hire. Other licenses may be required over time What We Offer Annual base salary range of $85,000-$95,000 based on qualifications and experience 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) Flexible PTO plan 401k matching plan HSA employer contributions Student loan assistance Pet insurance Hightower's Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 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).