Hybrid Senior Client Operations Associate – Wealth Management

HighTower Advisors, LLC; Chicago (IL); Hybrid; USD 75,000 - 85,000; Full time

Job summary

HighTower Advisors, LLC is seeking a Senior Associate, Client Operations in Chicago. This role provides primary service and operational support to a group of 5-8 financial advisors, handling onboarding, account openings, funding, and ongoing servicing to ensure a seamless client experience.

You will collaborate with custodians and internal teams, maintain accurate client records, and contribute to a service-first culture in a fast-paced environment. 3+ years in related roles is expected.

Qualifications

• 3+ years of experience in client service, operations, wealth management, or related field.
• Passion for delivering exceptional client and advisor experiences with a service-first mindset.
• Familiarity with Hightower’s core custodians and account servicing processes preferred.
• Self-starter with strong organizational skills, attention to detail, and a process-focused approach.
• Excellent verbal and written communication skills with the ability to collaborate across teams.

Responsibilities

• Provide primary service coverage and operational support for a designated group of 5-8 financial advisors.
• Facilitate onboarding of new clients, account opening, funding, and maintenance.
• Process and support client servicing requests including money movements and distributions.
• Coordinate with custodians and internal support teams to resolve service requests.
• Maintain accurate and complete client records while delivering premier service.

Skills

Client service

Operations

Wealth management

Financial services

Communication skills

Team collaboration

Job description

HighTower Advisors, LLC is seeking a Senior Associate, Client Operations in Chicago. This role provides primary service and operational support to a group of 5-8 financial advisors, handling onboarding, account openings, funding, and ongoing servicing to ensure a seamless client experience.

You will collaborate with custodians and internal teams, maintain accurate client records, and contribute to a service-first culture in a fast-paced environment. 3+ years in related roles is expected.