What are the responsibilities and job description for the Client Service Associate - Hightower St. Louis position at Hightower Advisors?
Your Future Team
As one of the nation's largest Registered Investment Advisors (RIAs), Hightower is a financial services firm managing approximately $100B in client assets and offering objective wealth management advice.
Hightower Wealth Advisors | St. Louis (HTSTL) is a high-net-worth wealth planning practice, with assets under management of approximately $1.3 billion, whose roots trace back to two trailblazing women who founded, and led, planning practices starting nearly 40 years ago. We are an established and successful financial advisory practice which is part of the larger Hightower network.
Our practice is an ensemble, where team members collaborate as one on behalf of our clients. We believe our collaborative relationships and approach helps to ensure the right mix of advice and service uncover what is important to our clients. Shunning the legacy “sales” driven model and culture that has dominated financial services in years past, we place the utmost emphasis on meeting our clients at all the ups and downs of life’s journey, by providing reliable, thoughtful, and straightforward advice. We deliver this advice by a purposeful construction of a well-diversified team, valuing diversity of age, race, gender, backgrounds, and skills. It is through this ensemble approach we attempt to create ever increasing value to our clients.
Make a plan. Make an investment. Make a difference.
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 Director Of Business Integration.
The Role:
- 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
What You Bring to Us:
- Ability to anticipate challenges and address them
- Ability to manage changing priorities in a day, and set expectations with others
- Work experience in Financial Services desired, but not required.
- FINRA Securities licenses desired, but not required
- Eligibility to work in the US
What We Bring to You:
We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports your goals. Both today and in the future, you don’t need to feel locked into a fixed path or role.
We believe the foundation of an extraordinary team is one in which each individual team member is permitted to develop their unique gifts and strengths. When combined with the 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, 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 learning
- Mentorship
- A full suite of benefits, including health, dental, and vision insurance
- 401(k) with match
- Paid time off
- Flexibility to work in a hybrid format (in office and virtual)
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.
