Client Service Associate - 2/13 Strategic Partners

Hightower Advisors; Wayne (PA); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Paid parental leave

401k matching plan

HSA employer contributions

Student loan assistance

Pet insurance

Job summary

Your Future Team 2/13 Strategic Partners, aligned with Hightower Advisors, seeks a Client Service Associate in Wayne, PA. This role reports to the Director of Human Capital and Growth and involves handling client paperwork, onboarding, and ongoing account maintenance.

Responsibilities include proactive client outreach, CRM usage, and collaboration with advisors to support service delivery. A bachelor's degree and CRM familiarity are preferred.

Qualifications

• Bachelor's degree preferably in business, accounting, finance, economics, or related field.
• Experience with Word, Excel, PowerPoint, Outlook, and Adobe.
• Experience with CRM systems (Salesforce preferred) and custodial platforms (Schwab preferred).
• FINRA securities license a plus.

Responsibilities

• Prepare and process paperwork for client transactions, including opening new accounts, closing accounts, transferring assets, deposits, withdrawals, account title changes, address changes, and communicating the status of transactions to clients and Advisors
• Provide ongoing client account maintenance (e.g., all money requests, checks, wires, ACHs, regular periodic transfers, transfer of securities amongst accounts, special accounts, ongoing special client instructions)
• Work with partners and team members to respond to client requests
• 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 practice services, including their digital experience
• Use CRM platform to manage and document all workflows
• Participate in projects and internal working groups to ensure our client's needs are represented in practice plans
• Provide support for advisors by answering phones and responding to client requests
• Support Advisors and our practice with operational tasks

Skills

Interpersonal skills

Problem solving

Attention to detail

Multitasking

MS Office (Word, Excel, PowerPoint,Out

CRM systems

Salesforce

Schwab

FINRA licenses a plus

Bachelor's degree

Education

Bachelor's degree in business/finance/economics

Tools

Salesforce

Schwab

Job description

Your Future Team 2/13 Strategic Partners is a financial advisory practice which consists of 16 financial professionals located in Wayne, PA. The team serves approximately 350 families and has over $1.5 billion in client assets as of March 2026. This growth-focused team provides financial planning and wealth management services to corporate executives, business owners, and wealthy families. Visit our website at 213strategicpartners.com to learn more.

Your Future Team 2/13 Strategic Partners is a financial advisory practice which consists of 16 financial professionals located in Wayne, PA. The team serves approximately 350 families and has over $1.5 billion in client assets as of March 2026. This growth-focused team provides financial planning and wealth management services to corporate executives, business owners, and wealthy families. Visit our website at 213strategicpartners.com to learn more.

Our Core Values

Shared vision: We are motivated through goals and objectives that support our strategic direction.

Accountability: Everyone knows and owns what they need to do to contribute to the success of the practice.

Collaborative: We are committed to working together within and across multiple departments.

Trust: We build trust through our shared experiences, integrity, and honest relationships.

Professional growth: We are committed to learning from our experiences and continuing to build our knowledge.

The Role

We are looking for a Client Service Associate to join our team. You will report to the Director of Human Capital and Growth.

What You\'ll Do

• Prepare and process paperwork for client transactions, including opening new accounts, closing accounts, transferring assets, deposits, withdrawals, account title changes, address changes, and communicating the status of transactions to clients and Advisors
• Provide ongoing client account maintenance (e.g., all money requests, checks, wires, ACHs, regular periodic transfers, transfer of securities amongst accounts, special accounts, ongoing special client instructions)
• Work with partners and team members to respond to client requests
• 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 practice services, including their digital experience
• Use CRM platform to manage and document all workflows
• Participate in projects and internal working groups to ensure our client\'s needs are represented in practice plans
• Provide support for advisors by answering phones and responding to client requests
• Support Advisors and our practice with operational tasks

What You\'ll Bring

• Strong interpersonal skills: relationship builder; curiosity about people and their behaviors
• Natural desire to be a problem solver
• Anticipate challenges and address them
• Take pride in your attention to detail
• Ability to manage changing priorities in a day, and set expectations with others
• Experience in Word, Excel, PowerPoint, Outlook, and Adobe
• Experience in Client Relationship Management system (Salesforce preferred)
• Experience in custodian platform (Schwab preferred)
• FINRA Securities licenses a plus
• Bachelor\'s degree preferably in business, accounting, finance, economics, or related experience

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)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

Hightower\'s Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 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 financial vision. Based in Chicago with advisors across the U.S., the firm operates 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.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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.