Client Service and Operations Associate - Hightower Westchester

Your Future Team

Hightower Westchester is a fast-paced, thriving financial advisory firm based in Harrison, New York. We are a dynamic client-centric team that provides a holistic approach to wealth management. We’re searching for a Client Service and Operations Associate with high-energy who naturally has a “do what it takes” attitude to support a seasoned team while providing the superior experience our clients have come to expect. You will report to the Managing Director.

Characteristics you will need to be successful in this role:

• Adaptable. You are comfortable working in a fast-paced environment and can adapt to change.
• Agile. You maintain composure and remain positive under pressure even in complex situations.
• Team player. You love collaborating and sharing ideas. You trust your teammates, and support as needed.
• Clear communicator. You communicate clearly. You are great at getting and giving respectful and productive feedback to clients and colleagues.
• Organized. You know how to manage multiple projects and prioritize. You create clear and logical systems and processes to support your work and that of the organization.

What You’ll Do

• Consistent and accurate completion of operational tasks, activities and workflows including but not limited to account services and transaction processing
• CRM Database Management (Salesforce) - document and update contact information, status updates, and other important information for prospects and clients
• Update and maintain client portfolio performance reports using reporting software (Black Diamond)
• Prepare reports and presentation materials for prospect and client meetings, including post-meeting documentation.
• Client Portal Administration – manage prospect and client onboarding to our client portal and provide ongoing technical assistance
• Preparation and distribution of client tax documents
• Investment due diligence assistance – tracking and monitoring current and future investments, alternative investment tracking
• Ensure the prospect and client experience is implemented as designed by managing and following the prospect and client timelines, and completing multi-step tasks
• Organize and maintain prospect and client folders in Box
• Assist the team in operational, administrative, and marketing functions

What You'll Bring

• Team player and expresses a “client first” attitude
• BA/BS degree preferred in Business/Marketing/Communications or related field
• 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
• 1 or more years of experience with Financial Service 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 $60,000-$70,000 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)
• 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.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.