Client Services & Operations Specialist

Hightower Advisors; Town/Village of Harrison (NY); On-site; USD 85,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Paid parental leave

Flexible PTO

401k matching

HSA contributions

Student loan assistance

Pet insurance

Job summary

Hightower Westchester in Harrison, New York, is seeking a director of operations and client service to support a seasoned wealth management team. This in-office role emphasizes a proactive, client-first approach and reporting to the Managing Directors.

You will manage account services, client communications, and process improvements, coordinate with Fidelity, CRM (Salesforce), and internal teams, and help drive growth while maintaining the high standards clients expect from Hightower.

Qualifications

• BA/BS degree preferred in Business/Marketing/Communications or related field.
• Strong Microsoft Office and Outlook competency with an emphasis on Excel.
• Salesforce experience a plus.
• Process-driven tasking and follow up skills.
• Excellent client-facing skills.

Responsibilities

• Timely, consistent, and accurate completion of operational tasks, activities and workflows including account services and transaction processing.
• Field client requests and complete tasks, following through to ensure our client's needs are met while following compliance standards.
• Ensure the prospect and client experience is performed as designed by managing and following the prospect and client timelines, and completing multi-step tasks.
• Work with our custodian (Fidelity) to open accounts, obtain account information and complete service requests.
• Opening and updating separately managed accounts.
• Preparing subscription documents for alternative investments.
• Document and update contact information, status updates, and other important information within the CRM database. (Salesforce)
• First contact for clients and visitors in the office and by phone demonstrating high levels of meaningful engagement
• Scheduling meetings and travel
• Light office management including using Concur (expense management), resolving vendor and IT issues, ordering office supplies
• Opportunity to learn different functions within the practice by supporting multiple roles
• Assist Marketing with client events and client gifts
• Assist the team in operational, administrative, and marketing functions

Skills

Team player

Client first attitude

Microsoft Office

Excel

Outlook

Salesforce experience

Process-driven tasking

Excellent client-facing skills

Strong written and verbalCommunication

Financial Services experience

Education

BA/BS degree preferred in Business/Marketing/Communications or related field

Tools

Salesforce

Concur

Microsoft Office

Outlook

Job description

Hightower Westchester in Harrison, New York, is seeking a director of operations and client service to support a seasoned wealth management team. This in-office role emphasizes a proactive, client-first approach and reporting to the Managing Directors.

You will manage account services, client communications, and process improvements, coordinate with Fidelity, CRM (Salesforce), and internal teams, and help drive growth while maintaining the high standards clients expect from Hightower.