Client Service Associate - Feinberg Stein Financial Services

Hightower Advisors; Los Angeles (CA); Hybrid; USD 30,996 - 37,195; Part time

Job summary

Join a forward-thinking firm as a Client Service Associate, where you'll provide exceptional support to Wealth Advisors and foster strong client relationships. In this part-time role, you'll engage with ultra-high-net-worth clients, manage accounts, and ensure smooth communication regarding transactions. Your skills in organization, communication, and financial knowledge will be essential as you navigate the dynamic world of wealth management. This is a unique opportunity to grow in a supportive environment while contributing to clients' financial success and well-being.

Qualifications

• Proficient in Microsoft Office and CRM systems.
• Knowledge of financial planning and advisory landscape.

Responsibilities

• Support Wealth Advisors by managing calendars and preparing for meetings.
• Service client accounts and maintain accurate CRM database.

Skills

Interpersonal Skills

Communication Skills

Analytical Skills

Organizational Skills

Critical Thinking

Education

High School Diploma

College Degree

Industry Experience

Tools

Microsoft Office Suite

CRM Systems

Fidelity

Pershing

Schwab

Morningstar

Black Diamond

Job description

16530 Ventura Blvd, Encino, CA 91436, USA

Job Description

Posted Wednesday, February 12, 2025 at 6:00 AM

Your Future Team

Feinberg Stein Financial Services is an established boutique wealth management fiduciary advisory business that serves ultra-high-net-worth individuals, families, non-profit organizations, businesses, and institutional clients. We leverage decades of historic financial experience and bring institutional capabilities to provide investment, advisory, and financial services to our clients.

We are looking for a Client Service Associate to provide exceptional service to our clients and support Private Wealth Advisor(s) daily. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client-first mindset, you will have strong interpersonal skills and can assist clients with their everyday needs.

This is a part-time non-exempt position working approximately 20 hours per week. The pay range is $22.50-$27.00 per hour based on qualifications and experience. You will report to the Managing Director. #LI-Hybrid

What You’ll Do:

• Provide direct support to Wealth Advisors, managing the calendar and preparing for client meetings.
• Service Client Accounts: Opening/closing accounts, client reporting, and timely response to client inquiries.
• Communicate with clients regarding transactions, such as asset transfers and account opening procedures.
• Maintain a CRM database with accurate and up-to-date client information.
• Help run client presentations and communications.
• Manage Hightower Compliance procedures.
• Interface with Pershing, Fidelity, and Schwab regarding client accounts and activity.
• Demonstrate initiative, a commitment to learning, and the ability to adapt to changing demands and requirements.
• Room for growth.

What You’ll Bring:

• Proficient in Microsoft Office Suite and experience with CRM systems.
• Knowledge of financial planning and advisory landscape and experience with Fidelity, Pershing, and Schwab custodian platforms.
• Familiarity with Morningstar and Black Diamond.
• Open to learning Hightower internal systems to facilitate blog posts, mass-releases, and other compliance requirements.
• Strong communication and analytical skills.
• Highly organized and detail-oriented.
• Work well both independently and within a team.
• Ability to handle multiple tasks to ensure that client requests are completed in a timely manner.
• Ability to think critically to anticipate and prevent issues.

Education and Licenses:

• High School Diploma/Equivalency.
• College degree preferred.
• Industry experience is a plus.
• Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) preferred.
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

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

16530 Ventura Blvd, Encino, CA 91436, USA