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A leading financial advisory firm in New York is seeking an experienced Client Service Associate. In this pivotal role, you will serve as the main contact for clients, helping to manage account paperwork and providing exceptional service. The ideal candidate will have a relevant degree and experience in the financial services industry, along with strong organizational and communication skills. A competitive salary and benefits package are offered, making this an excellent opportunity for growth in a dynamic environment.
300 Madison Ave, New York, NY 10017, USA
Posted Monday, June 2, 2025 at 5:00 AM
Your Future Team
LRG Wealth Advisors is a leading financial planning and advisory practice managing $500 million in assets in New York City. Our firm partners with esteemed custodians Fidelity, Pershing, and Schwab to provide our clients with the best possible financial solutions. We are looking for an experienced and dedicated Client Service Associate to join our team and assist with administrative tasks related to our diverse clientele. The annual salary range for this position is $75,000 - $95,000 based on experience and qualifications, plus additional bonus opportunities. You will report to the Managing Director.
What You’ll Do
What You’ll Bring
What We Offer
If you are a motivated and detail-oriented person with a passion for client service and the financial services industry, we encourage you to apply! #LI-Onsite
About Hightower
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 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.
300 Madison Ave, New York, NY 10017, USA