Client Service Associate - Schultz Collins

HighTower Advisors; Orinda (CA); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Hybrid work model

Salary $70,000-$80,000 per year

Bonus program

Paid Parental Leave

Vacation and PTO days

Health, Dental, and Vision insurance

Pet Insurance

401k Matching Plan

HSA Employer Contributions

Student Loan Assistance

Job summary

Schultz Collins in Orinda, CA is seeking a Client Service Associate to join a tight-knit team, work with clients and advisors, and navigate multiple technology platforms. You will assist with overseeing client accounts, forms, and documentation, wearing many hats across the operation.

The role requires strong organizational and communication skills and experience with client services tools. The position offers a hybrid work model, with a competitive salary and benefits package including health,

Qualifications

• Working knowledge of financial accounts, documents, forms, and several technology platforms.
• Ability to work in a fast-paced, results-oriented environment.
• Ability to work effectively in a team environment; while also being a self-starter and able to work independently.
• Experience with DocuSign, Concur, Salesforce, and Black Diamond.
• Detail-oriented mindset with ability to prioritize and organize workflow.
• Flexible, eager to learn, and willingness to take on new tasks.

Responsibilities

• Help clients with paperwork and technology needed to provide service.
• Support our advisors by setting up client accounts, preparing client deliverables, and addressing client inquiries.
• Help onboard new clients and offboard terminated clients by preparing client files, setting up file structures, gathering documents and inputting information into database systems.
• Prioritize and organize workflow, and corroborate all facets of the operation of client accounts.
• Work with the trading department through the entire trading process, including tracking trades, reviewing trades, administering client cash flows, troubleshooting errors, and maintaining the trading system.
• Some basic invoicing and billing to support our accounting department.
• Review and process vendor invoices and employee expense reports.

Skills

Financial accounts knowledge

Team collaboration

Independent work

Excellent communication

Multi-tasking

Tools

DocuSign

Concur

Salesforce

Black Diamond

Job description

The Firm

Schultz Collins is a non-discretionary investment advisor registered with the SEC through Hightower Advisors, LLC and located in the Orinda, California. As a non-discretionary advisor serving clients around the United States, we provide analysis on securities, portfolios and selective estate planning subjects; then work side-by-side with our clients to assist in the decision-making process. Where appropriate, we execute those decisions on their behalf. We rigorously adhere to the fiduciary standard and are nationally known for our deep knowledge and experience with fiduciary issues. As fiduciaries, we are legally and ethically obliged to act in the client's best interest. We started serving clients in 1995 and, as of 2026, we provide advice on approximately $1.7 billion in client assets.

The Role

We are seeking a Client Service Associate who enjoys being part of a tight-knit team, working with clients, can navigate multiple technology platforms and databases, can understand and explain forms and documents, is organized, a clear communicator, an effective multi-tasker, and can assist with several projects at once. This position requires someone who will be comfortable reaching out to clients and advisors when items need to be addressed, and wearing many different hats.

What You’ll Do

• Help clients with paperwork and technology needed to provide service
• Support our advisors by setting up client accounts, preparing client deliverables, and addressing client inquiries
• Help onboard new clients and offboarding terminated clients by preparing client files, setting up file structures, gathering documents and inputting information into database systems
• Prioritize and organize workflow, and corroborate all facets of the operation of client accounts
• Work with the trading department through the entire trading process, including tracking trades, reviewing trades, administering client cash flows, troubleshooting errors, and maintaining the trading system
• Some basic invoicing and billing to support our accounting department
• Review and process vendor invoices and employee expense reports
• Monitor the progress of a variety of projects (client trades, outgoing articles, video production, client onboarding, etc.) and help resolve any issues that may arise
• Help deliver client communications and help implement marketing plans
• Support administrative tasks and office support, including answering phone calls, monitoring email addresses, maintaining database records, scheduling client events, and sorting, filing, printing, binding, or mailing of documents

What You’ll Bring

• Working knowledge of financial accounts, documents, forms, and several technology platforms
• The ability to work in a fast-paced, results-oriented environment
• The ability to work effectively in a team environment; while also being a self-starter and able to work independently
• Experience with DocuSign, Concur, Salesforce, and Black Diamond
• Detail-oriented mind-set with ability to prioritize and organize workflow
• Flexible, eager to learn, and willingness to take on new tasks

What We Offer

• Hybrid remote and in office work (2-3 days in the office)
• Salary range: $70,000-$80,000 per year
• Bonus program based on both individual and company performance
• Paid Parental Leave (16 weeks for the primary caregiver and 8 weeks for the secondary caregiver)
• Vacation and PTO days
• Health, Dental, and Vision insurance
• Pet Insurance
• 401k Matching Plan
• HSA Employer Contributions
• Student Loan Assistance

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