Client Experience Specialist — Wealth Management

Hightower Advisors; Westport (CT); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid parental leave

PTO

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

Job summary

Hightower Advisors in the United States is seeking a Client Service Associate to manage the client experience and report to the Head of Office. The role focuses on onboarding, documentation, and ongoing client service to help advisors grow client relationships and ensure regulatory compliance.

Key responsibilities include overseeing onboarding, proactive client outreach, and supporting advisors with day-to-day operations while maintaining strict adherence to firm policies and industry standards.

Qualifications

• Ability to anticipate challenges and address them.
• Ability to manage changing priorities in a day and set expectations with others.
• Strong interpersonal skills and curiosity about people and their behaviors.
• Innate desire to be a problem solver.
• Attention to detail.

Responsibilities

• Oversee the client onboarding process from start to finish, including documentation to establish accounts, funding, and investing.
• Proactively reach out to clients to share team services and their digital experience.
• Document milestones in clients' lives using the CRM.
• Participate in projects and internal working groups to ensure client needs are represented.
• Ensure compliance policies protect both clients and the team.
• Support Advisors with operational tasks.

Skills

Client relationship

Prioritization

Interpersonal skills

Problem solving

Attention to detail

Financial services experience

FINRA licenses desirable

Tools

CRM software

Job description

Hightower Advisors in the United States is seeking a Client Service Associate to manage the client experience and report to the Head of Office. The role focuses on onboarding, documentation, and ongoing client service to help advisors grow client relationships and ensure regulatory compliance.

Key responsibilities include overseeing onboarding, proactive client outreach, and supporting advisors with day-to-day operations while maintaining strict adherence to firm policies and industry standards.