Client Operations Specialist – Onboarding & Service

HighTower Advisors, LLC; Dallas (TX); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Parental leave (16 weeks primary, 8 on

Mother’s lounge onsite

Flexible PTO

In-office M-F and WFH Fridays

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

Discretionary bonus

Job summary

Hightower is seeking a Senior Associate, Client Operations to provide primary service and operational support to a designated group of 5-8 financial advisors, ensuring a seamless client experience. You will manage account-related activities, onboarding, funding, maintenance, and collaborate with custodians and internal teams to ensure timely execution and accurate client records.

The role emphasizes a service-first mindset, strong communication, and teamwork in a fast-paced wealth management

Qualifications

• Experience in client service or operations within financial services.
• Service-first mindset with strong communication and relationship skills.
• Familiarity with wealth management processes preferred.

Responsibilities

• Provide primary service coverage and operational support for 5-8 financial advisors.
• Facilitate onboarding, account opening, funding, and maintenance activities.
• Process client servicing requests including money movements and RMDs.
• Coordinate with custodians and internal teams to resolve requests.
• Maintain accurate client records and ensure premier service experience.

Skills

Client service

Operations

Wealth management

Service-first mindset

Communication skills

Team collaboration

Organizational skills

Self-starter

Job description

Hightower is seeking a Senior Associate, Client Operations to provide primary service and operational support to a designated group of 5-8 financial advisors, ensuring a seamless client experience. You will manage account-related activities, onboarding, funding, maintenance, and collaborate with custodians and internal teams to ensure timely execution and accurate client records.

The role emphasizes a service-first mindset, strong communication, and teamwork in a fast-paced wealth management