What are the responsibilities and job description for the Client Service Associate - The Rand Group position at Hightower Advisors?
Your Future Team
With offices in California and Hawaii, The Rand Group is an award-winning financial services firm providing a broad scope of personalized financial services, primarily to high-net-worth individuals and families nationwide. The company’s distinct wealth management brand applies to a true fiduciary standard of care for individuals, families, small businesses, and corporate clients. These services include financial planning, investment strategy, risk management, and strategy implementation.
Our firm is a group of team players working closely to achieve high-performance results through shared objectives. We hold each other accountable for goals and support each other to provide our clients with a unique experience catered to their individual needs.
This is an in-office Monday - Friday position in our Newport Beach office.
What You’ll Do
We seek a creative, organized, and proactive individual who communicates clear and concisely to assist with client services and general administrative tasks. You will report to the Managing Director/Partner. You need to be service-oriented, team players who is willing to assist with and learn about different roles in the company.
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.
With offices in California and Hawaii, The Rand Group is an award-winning financial services firm providing a broad scope of personalized financial services, primarily to high-net-worth individuals and families nationwide. The company’s distinct wealth management brand applies to a true fiduciary standard of care for individuals, families, small businesses, and corporate clients. These services include financial planning, investment strategy, risk management, and strategy implementation.
Our firm is a group of team players working closely to achieve high-performance results through shared objectives. We hold each other accountable for goals and support each other to provide our clients with a unique experience catered to their individual needs.
This is an in-office Monday - Friday position in our Newport Beach office.
What You’ll Do
We seek a creative, organized, and proactive individual who communicates clear and concisely to assist with client services and general administrative tasks. You will report to the Managing Director/Partner. You need to be service-oriented, team players who is willing to assist with and learn about different roles in the company.
- Provide customer service to clients and manage the administration of client financial accounts including financial transactions.
- Prioritize and organize workflows, and corroborate in all facets of operations
- Prepare important documents and PowerPoint-based presentations for client meetings
- Help set up new investment accounts – drafting emails, preparing customer welcome materials, account distributions, and other onboarding tasks
- Respond to questions regarding accounts and procedures
- Offer administrative and office management support to the team
- Coordinate current client and prospective client communications
- Help with data collection, data input, and presentations for financial planning
- Maintain client files within the Salesforce CRM system
- Assist with minor marketing-related functions
- Manage daily administrative tasks related to client communication and marketing efforts
- Contribute to collaborative efforts and organize promotional events in Hawaii only
- BA/BS degree in finance or related field
- Series 7, 66, 63/65, CA Insurance License not required but preferred
- 3 years of experience in Financial Services (Including internships involving customer service or financial analysis)
- Experience using MS Office applications, such as Word, Excel, and PowerPoint
- Detail-focused to detail and adept at prioritizing and organize workflow
- Capable of thriving in dynamic and demanding settings
- Independent and initiate tasks
- Collaboration and team work, task prioritization, and client service skills
- Adept at thriving in a team environment
- Flexible and willing to perform other tasks as assigned
- Base salary of $65,000 – $85,000 plus bonus based on qualifications and experience
- 401k/Profit Sharing Plan
- Health, Dental, Vision and Life Insurance
- Paid holidays
- Vacation and PTO days
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.
Salary : $65,000 - $85,000
