Client Service Associate - RJ Wealth Management

Hightower Advisors; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

A leading wealth management firm is seeking a Client Service Associate for their RJ Wealth Management team in New York. The role involves providing exceptional service to clients, managing account paperwork, and supporting financial advisors. Ideal candidates will have experience in client service within the financial sector and a commitment to excellence.

Benefits

Medical, dental, and vision insurance from day one

401k Matching Plan

Paid Parental Leave

Pet Insurance

Flexible PTO Plan

Hybrid Model Work Schedule

Qualifications

• 2+ years in client service or administrative role in financial services.
• Exceptional organizational and communication skills.
• Commitment to outstanding client service.

Responsibilities

• Act as a point of contact for clients, addressing inquiries.
• Help onboard new clients and process account paperwork.
• Prepare materials for client reviews and meetings.

Skills

Organizational skills

Attention to detail

Verbal communication

Written communication

Client service

Proficiency in Microsoft Office Suite

Tools

Salesforce

Concur

DocuSign

Tamarac

Morningstar

Job description

Client Service Associate - RJ Wealth Management

Join to apply for the Client Service Associate - RJ Wealth Management role at Hightower Advisors

Client Service Associate - RJ Wealth Management

Join to apply for the Client Service Associate - RJ Wealth Management role at Hightower Advisors

Your Future Team

RJ Wealth Management is a team of independent, fiduciary financial advisors. Our goal is to help clients make better financial decisions in a changing and complex world. Our open-source platform gives us access to advanced research and technology in the investment marketplace. We advise accounts at many of the best-known financial firms in the United States.

Your Future Team

RJ Wealth Management is a team of independent, fiduciary financial advisors. Our goal is to help clients make better financial decisions in a changing and complex world. Our open-source platform gives us access to advanced research and technology in the investment marketplace. We advise accounts at many of the best-known financial firms in the United States.

We are looking for a Client Service Associate who will meaningfully contribute to our everyday business process. The salary range for this position is $65,000 - $90,000, based on experience and qualifications. You will report to the Managing Director.

What You’ll Do

• Act as a point of contact for clients, addressing inquiries and troubleshooting issues by phone and email
• Help onboard new clients, completing all necessary documentation
• Prepare and process account paperwork, including new account openings, account transfers, and account maintenance
• Assist clients with password resets and login issues
• Assemble materials for client reviews, presentations, and meetings
• Prepare for in-office meetings by preregistering guests and getting the conference room organized with snacks and beverages
• Oversee the administrative aspects of all new and existing client accounts
• Support advisors with operational tasks
• Prepare invoices
• Ensure both clients and the team are protected by observing practice’s compliance policies
• Provide an overall outstanding client experience using thorough communication and proactive administration
  
  
  

Collaborate with custodian partners Fidelity, Pershing, and Schwab:

• New Account opening and setup
• Account updates (beneficiaries, address changes, checks, debit cards, power of attorney, SLOA setups, etc)
• Tax documents (to clients and accountants)
• Statement requests
• Process distributions from retirement accounts
• Money movement including wire transfers, journal entries, and ACH transfers
  
  
  

What You’ll Bring

• 2 or more years of experience in a client service or administrative role within the financial services industry
• Organizational skills and attention to detail
• Excellent verbal and written communication skills
• A commitment to providing exceptional client service
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• Familiarity with Salesforce, Concur, and DocuSign
• Experience with Tamarac and Morningstar is a plus
• Experience with Fidelity, Pershing, and Schwab custodian platforms is a plus
• Available Monday-Friday, 9:00am-5:00pm
  
  
  

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• 401k Matching Plan
• Paid Parental Leave
• Pet Insurance
• Flexible PTO Plan
• Hybrid Model Work Schedule
  
  
  

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Financial Services, Investment Management, and Capital Markets

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