Hybrid Senior Client Service Lead - Wealth Management

HighTower Advisors, LLC; Downers Grove (IL); Hybrid; USD 80.000 - 100.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision insurance

Parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

In-office 4 days/week, 1 day work from

Zusammenfassung

HighTower Advisors, LLC in Downers Grove, IL is seeking a Senior Client Service Associate to support wealth advisors and clients with complex service requests, onboarding, and ongoing wealth management tasks.

You will maintain client records, coordinate with custodians and partners, and deliver exceptional client service while mentoring junior team members in a fast-paced, collaborative environment.

Qualifikationen

• Bachelor's degree preferred; equivalent professional experience may be considered.
• 5+ years of experience in wealth management or financial services.
• FINRA licensing is a plus; Series 7/6, 63/65/66 preferred.
• Strong client service and compliance knowledge.
• Experience supporting high-net-worth clients is a plus.

Aufgaben

• Serve as primary client service contact and maintain strong client relationships.
• Partner with Wealth Advisors to deliver high-touch client experiences.
• Coordinate complex client service needs (account openings, transfers, money movements).
• Lead onboarding activities ensuring documentation is accurate and compliant.
• Prepare client meeting materials and action-item tracking.
• Attend client meetings and coordinate follow-up.

Kenntnisse

Client service

Relationship management

Communication

Organizational skills

Problem solving

Prioritization

Ausbildung

Bachelor's degree

Tools

CRM systems

Excel

Word

PowerPoint

Custodial platforms

Jobbeschreibung

HighTower Advisors, LLC in Downers Grove, IL is seeking a Senior Client Service Associate to support wealth advisors and clients with complex service requests, onboarding, and ongoing wealth management tasks.

You will maintain client records, coordinate with custodians and partners, and deliver exceptional client service while mentoring junior team members in a fast-paced, collaborative environment.