Client Service Associate - Lexington Wealth Management

Your Future Team

At Lexington Wealth Management, you'll be joining a team that truly listens and provides personalized solutions. Founded in 2000, our team connects the head and heart of wealth management, addressing both logical and emotional aspects of financial decisions.

We offer a 360º view of our clients' needs, working closely with other professionals to guide them through major life events. Our proactive and passionate team embraces new technologies to keep clients' portfolios efficient and effective.

At Lexington Wealth Management, you'll be part of a team that values teamwork and the power of connecting with clients on a deeper level.

What You’ll Do

• Serve on client team with advisor (s) as the primary point of contact for clients, addressing inquiries and providing exceptional client service through phone, email, and in-person interactions.
• Onboard new clients and support existing clients, including account openings, all aspects of money movements (journals, wires, ACAT/DTC transfers, RMD’s, etc) and account maintenance.
• Promptly address client inquiries within same day and respond to requests and provide information.
• Complete cashiering responsibilities and ACH/wire/check requests.
• Maintain client records and files, ensuring that all data is current and accurate following regulatory requirements and company policies.
• Collaborate with custodian partners (Fidelity, & Schwab, outside custodians, etc.) to ensure accurate processing of client transactions. Downloading and uploading forms, monitoring and verifying changes in the system, resolving issues, and staying current with changing procedures.
• The primary contact with clients and related parties to process all manner of transactions, including account opening, money movements, gifting, transfers of assets between custodians, and other account maintenance needs.
• Complete relevant actionable items resulting from client review meetings.
• Help prepare client reports, presentations, and other materials as needed.
• Maintain our performance reporting systems.
• Work with Billing.
• Create, monitor, and track client-related tasks and follow-ups using Salesforce/ Clear teams and Clear actions.
• Update and follow internal process, workflows, projects.
• Participate in ongoing professional development to stay current with industry trends, regulations, and best practices.
• Participate in special projects.
• Work with our Centers of Influence, including CPAs, Estate Attorneys, Insurance Agents and others.
• Aid in client retention by providing client service; track and monitor client service standards and prompt Wealth Advisor to take action.
• Play an active role in different firm committees and participate in weekly CSA team meeting – prepare and contribute thoughts for agendas, raise concerns, suggest solutions, look for and implement efficiency and process improvement.
  
  
  

What You’ll Bring

• 5 years of experience
• Bachelor's Degree required
• Licenses are not required but good to have
• Hybrid role – 3 days in office
• 5 days a week in office for first 6 months
  
  
  

What We Offer

• 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
• Hybrid model work schedule (50% in office)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• Base salary of $90,000 - $95,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
  
  
  

Hightower Story:

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 vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon 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 possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.