Client Service Associate - Argent Wealth Management

Hightower Advisors; Waltham (MA); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

Parental Leave

Hybrid Schedule

401k Match

HSA Contributions

Student Loan Assistance

Pet Insurance

Job summary

Hightower Advisors in the United States seeks a Client Service Associate to support high-net-worth clients and a growing team. You will act as the primary contact for clients, handling inquiries, onboarding new accounts, and processing money movements with Fidelity and Schwab as custodians.

You will collaborate with advisors, maintain accurate client data in CRM, and support weekly team meetings while upholding regulatory requirements and confidentiality.

Qualifications

• 2+ years of experience in a similar role.
• Strong client relationship and onboarding skills.
• Proficiency with MS Outlook, MS Word, Excel, and Salesforce.
• Financial services experience and high ethical standards.

Responsibilities

• Deliver service to clients internally and externally.
• Serve on client teams as primary contact via phone, email, and in-person.
• Onboard new clients and support account openings and transfers.
• Process money movements and maintain accounts per policy.
• Coordinate with custodians to ensure accurate transactions.

Skills

Client service

Salesforce

MS Outlook

MS Word

MS Excel

Tools

Outlook

Salesforce

Orion

Custodial platforms

Job description

Your Future TeamInvestments, estate, tax and financial planning – all under one roof. Argent Wealth Management is an independent-minded business where individuals and families experience truly comprehensive and personal wealth management services. Our practice is steeped in a tradition of client service and personal relationships. We built these relationships over 30 years of being devoted to helping individuals and their families achieve their financial goals.

Your Future TeamInvestments, estate, tax and financial planning – all under one roof. Argent Wealth Management is an independent-minded business where individuals and families experience truly comprehensive and personal wealth management services. Our practice is steeped in a tradition of client service and personal relationships. We built these relationships over 30 years of being devoted to helping individuals and their families achieve their financial goals.

At Argent, behind every business decision is a single core belief: We provide white glove service to our clients. From continual training of our team on the latest estate and tax strategies and implementing state-of-the-art investment research technology, to discovering better ways to improve client service, it’s all about our clients. We aim to simplify our clients' lives, find solutions, and create long-lasting, trusted relationships.

What You'll Do

• Delivering service both internally and externally
• Serving on client team with advisor (s) as the primary contact for clients, addressing inquiries and providing client service through phone, email, and in-person interactions
• Onboarding new clients and supporting existing clients, including account openings, all aspects of money movements (journals, wires, ACAT/DTC transfers, RMD's, etc) and account maintenance
• Promptly addressing client inquiries within same day and responding to requests and providing information
• Completing cashiering responsibilities and ACH/wire/check requests
• Maintaining client records and files, ensuring that all data is current and accurate following regulatory requirements and company policies
• Collaborating 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
• Becoming comfortable and proficient in using our different applications (Outlook, Salesforce, Orion, and custodial platforms Schwab and Fidelity) to obtain account information and complete/coordinate all aspects of client service and account maintenance requests
• Fielding client requests and completing tasks, following through to make sure client's needs are met while following compliance standards and requirements
• Managing client data within CRM (Salesforce) and monitoring to ensure accuracy
• Participating 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

• 2+ years of experience in a similar role
• Experience building relationships with main partners for each assigned customer
• Accuracy and organization along with follow-up/follow-through skills
• Experience assessing severity of support requests and escalating based on severity
• Team player who shows a client-first attitude
• Proactively anticipate advisor and client needs
• Experience maintaining composure and remaining positive even in time-sensitive and complex situations
• Experience maintaining client relationships and providing service in a corporate environment
• Finance industry experience
• Proficiency in MS Outlook and MS Word required (Excel and Salesforce)
• Eagerness to work in a growing practice
• You are trustworthy, ethical, and able to handle sensitive financial information with the utmost confidentiality.

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)
• Hybrid model work schedule – minimum of 3 days in office (5 days in office for first 6 months)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

Our 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 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 possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.