Client Service Associate - Hightower Signature Wealth

Hightower Advisors; Cleveland (OH); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance—

Parental leave (paid)

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

Hybrid after six months (remote 1–2x/w

Base salary $70,000–$80,000 + bonus

Job summary

Hightower Advisors, a premier wealth-management firm, is seeking a Client Service Associate in the United States. You will support advisors and clients by handling complex service requests, maintaining relationships, and ensuring timely, accurate operations.

The role emphasizes collaboration, accuracy, and a white-glove client experience within a fast-paced environment. You’ll partner with Wealth Advisors, assist with account actions, onboarding, and client communications, and contribute to CRM

Qualifications

• Bachelor’s degree preferred; 2+ years in wealth management or client service.
• Strong client service mindset with high attention to detail.
• Experience supporting high net worth clients preferred.
• Proficiency with Microsoft Office and CRM systems.

Responsibilities

• Serve as a point of contact for client service needs and maintain relationships.
• Partner with Wealth Advisors to deliver high-touch client experiences.
• Assist with account opening, maintenance, transfers, and money movement.
• Support onboarding, ensuring documentation is complete and compliant.
• Prepare client meeting materials, reports, and agendas.
• Attend client meetings, document actions, and coordinate follow-ups.
• Respond to inquiries regarding accounts and operations promptly.
• Maintain client records and assist with CRM data management.
• Identify process improvements to enhance client service.
• Mentor junior team members as needed.
• Stay current on industry trends and regulatory requirements.

Skills

Communication skills

Organizational skills

Multi-tasking

Microsoft Office

CRM experience

Financial services knowledge

Education

Bachelor’s degree preferred

Tools

CRM systems

Custodial platforms

Wealth management tech tools

Excel

PowerPoint

Word

Job description

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., we operate as a registered investment advisor (RIA).

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., we operate as a registered investment advisor (RIA).

Your Future Team

You will join a collaborative, client-focused wealth management team dedicated to delivering exceptional service and personalized financial solutions to high net worth individuals and families. The Client Service supports advisors and clients by helping deliver a seamless client experience and assisting with day-to-day wealth management activities.

This role is ideal for an organized, client-focused professional who thrives in a fast-paced environment, enjoys building strong client relationships, and takes pride in delivering a white-glove service experience.

What You’ll Do

The Client Service Associate supports advisors and clients by managing complex service requests, maintaining strong client relationships, and ensuring operational activities are completed accurately and efficiently.

• Serve as a point of contact for client service needs and maintain strong relationships through proactive communication
• Partner closely with Wealth Advisors to deliver a high-touch client experience and support ongoing relationship management
• Assist with account opening, account maintenance, transfers, money movement requests, beneficiary updates, and other client service transactions
• Support client onboarding activities, ensuring all documentation is complete and compliant
• Prepare client meeting materials, reports, agendas, and presentations
• Attend client meetings when appropriate, document action items, and coordinate follow-up activities
• Respond to client inquiries regarding accounts, service requests, and operational matters in a timely and professional manner
• Partner with custodians, vendors, and other professional partners to resolve client issues and facilitate requests
• Maintain accurate client records and documentation in accordance with firm policies and regulatory requirements
• Assist with the implementation and ongoing maintenance of CRM systems and client data management processes
• Identify opportunities to enhance client service processes and improve operational efficiencies
• Assist with training and mentoring junior client service team members as needed
• Stay current on industry trends, operational best practices, and regulatory requirements impacting client service functions

What You’ll Bring

• Bachelor’s degree preferred
• 2+ years of experience in wealth management, financial services, private banking, or a related client service environment
• Strong understanding of wealth management operations, account administration, and client service best practices
• Experience supporting high net worth and ultra-high net worth clients preferred
• Exceptional organizational skills with a strong attention to detail
• Excellent verbal and written communication skills
• Proven ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong problem-solving skills and ability to independently resolve client service issues
• Proficiency with Microsoft Office applications, including Excel, Word, and PowerPoint
• Experience with CRM systems, custodial platforms, and wealth management technology tools
• Ability to work collaboratively across departments while maintaining a high standard of client service
• FINRA Series 7 and 66 licenses preferred but not required

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
• In-office five days per week during the first six months of employment. After six months, employees may be eligible to work remotely one to two days per week.
• Base salary of $70,000-$80,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

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.

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.