Part Time Client Experience Associate - Hightower Signature Wealth

Hightower Advisors; Greensboro (NC); On-site; USD 21,000 - 30,000; Part time

Job summary

Hightower Advisors is seeking a temporary part-time Client Experience Associate in Greensboro to greet clients and answer incoming calls, while maintaining the office and supporting marketing events. The role spans approximately six months with potential extension to a permanent position. You will report to the Managing Director.

Hours are Monday through Thursday, 8:30 am – 4:00 pm, with a lunch break. This role emphasizes strong communication, organization, and proactive teamwork in a

Qualifications

• Clear communication with colleagues and clients.
• Strong problem-solving abilities using available resources.
• Attention to detail while understanding the big picture.
• Excellent organization and documentation skills.
• Effective time management in a fast-paced environment.
• Ability to work independently and collaboratively.
• Proactive initiative and willingness to help teammates.

Responsibilities

• Greet visitors and answer calls; keep the office presentable and stocked.
• Assist with client/internal scheduling and coordination.
• Coordinate logistics for internal events, client meetings, and offsites.

Skills

Communication

Problem Solving

Detail-Oriented

Organization

Time Management

Work Style

Initiative

Job description

Our 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., we operate as a registered investment advisor (RIA).

Our 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., we operate as a registered investment advisor (RIA).

The Role

We are looking for a temporary part-time Client Experience Associate to support our team as the first contact to greet clients and answer incoming calls. Additional responsibilities include maintaining the office, coordinating meeting schedules and assisting with marketing events as requested. We expect this position to span around six months with the possibility of extending to a permanent position after that time. You will report to the Managing Director.

Hours

Part-time position: Monday through Thursday, 8:30 am - 4:00 pm, with a one hour lunch break.

What You’ll Do

• Office "Well-Being": Greet visitors and answer incoming calls in a timely manner. Ensure office areas are always well-kept and ready for clients. Manage supplies and sort mail.
• Scheduling & Task Coordination: Assist other team members with client and internal team scheduling.
• Events & Marketing: Assist other team members to coordinate logistics for internal events, client meetings, and team offsites. Manage catering and meal planning, room setup, and guest accommodations to ensure a professional and welcoming experience.

What You’ll Bring

• Communication: Effectively communicates with colleagues and clients, following clear instructions and demonstrating understanding of assigned tasks.
• Problem Solving: Utilizes resources and procedures to solve problems effectively.
• Detail-Oriented: Focuses on understanding task details while maintaining awareness of the big picture.
• Organization: Maintains organized documentation and can retrieve specific items quickly using various filing systems. Documentation of all work completed and in process is a must, including client conversations.
• Time Management: Multitasks and prioritizes tasks in a fast-paced environment, managing conflicting priorities effectively.
• Work Style: Works well independently and collaboratively, forming good relationships and demonstrating sensitivity and respect.
• Initiative: Proactively seeks opportunities to assist colleagues, demonstrating a positive work ethic and willingness to take initiative.

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.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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.