Senior Associate, Client Operations

HighTower Advisors, LLC; Dallas (TX); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Parental leave (16 weeks primary, 8 on

Mother’s lounge onsite

Flexible PTO

In-office M-F and WFH Fridays

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

Discretionary bonus

Job summary

Hightower is seeking a Senior Associate, Client Operations to provide primary service and operational support to a designated group of 5-8 financial advisors, ensuring a seamless client experience. You will manage account-related activities, onboarding, funding, maintenance, and collaborate with custodians and internal teams to ensure timely execution and accurate client records.

The role emphasizes a service-first mindset, strong communication, and teamwork in a fast-paced wealth management

Qualifications

• Experience in client service or operations within financial services.
• Service-first mindset with strong communication and relationship skills.
• Familiarity with wealth management processes preferred.

Responsibilities

• Provide primary service coverage and operational support for 5-8 financial advisors.
• Facilitate onboarding, account opening, funding, and maintenance activities.
• Process client servicing requests including money movements and RMDs.
• Coordinate with custodians and internal teams to resolve requests.
• Maintain accurate client records and ensure premier service experience.

Skills

Client service

Operations

Wealth management

Service-first mindset

Communication skills

Team collaboration

Organizational skills

Self-starter

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).

Your Future Team

The Senior Associate, Client Operations is responsible for providing primary service and operational support to a designated group of advisors while ensuring a seamless client experience. This individual will serve as a trusted partner to advisors by managing account-related activities, coordinating with internal support teams, and maintaining accurate client records.

What You’ll Do

• Provide primary service coverage and operational support for a designated group of 5-8 financial advisors.
• Facilitate new client onboarding, account opening processes, account funding, and account maintenance activities.
• Process and support client servicing requests, including money movement transactions, required minimum distributions (RMDs), account updates, and client agreements.
• Coordinate with custodians and internal Hightower support functions to resolve service requests and ensure timely execution of client needs.
• Maintain accurate and complete client records while delivering premier service experience to advisors and their clients.

What You’ll Bring

• 3+ years of experience in client service, operations, wealth management, financial services, or a 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 build strong relationships and collaborate effectively across teams.
• Team-oriented mindset with the ability to thrive in a fast-paced, collaborative environment.

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• Mother’s lounge onsite
• Flexible PTO plan
• In-office Monday through Thursday and work from home on Fridays
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• Base salary of $75,000-$85,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

AN EQUAL OPPORTUNITY EMPLOYER:

Hightower is an equal opportunity employer and does not discriminate based upon 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.