Senior Client Experience & Wealth Ops Associate

HighTower Advisors; Chapel Hill (NC); On-site; USD 54,000 - 75,000; Full time

Benefits offered by this job

Open Paid Time Off

Coverage on the first day of medical,

Paid parental leave

401k matching plan

HSA employer contributions

Student loan assistance

Job summary

Hightower Signature Wealth in Chapel Hill, NC is seeking a Senior Client Service Associate to support our advisors and clients. This role is essential for delivering a high‑quality client experience, handling high‑volume service requests, and ensuring accuracy and discretion in all interactions.

You will work under the Wealth Advisor and Operations Lead, manage client inquiries, schedule meetings, process wires and transfers, and maintain regulatory documentation.

Qualifications

• Minimum 2 years of customer service or related experience.
• Proficiency with MS Office applications (Word, Excel, PowerPoint, Outlook).
• Proficiency with Box, Salesforce CRM, and Black Diamond preferred.
• Knowledge of Schwab Institutional and Fidelity desired.

Responsibilities

• Be the primary contact for client inquiries, responding promptly and professionally.
• Help with scheduling client meetings (virtual or in‑person).
• Provide follow‑up after advisor meetings, ensuring all action items are completed.
• Process client cashiering requests including wires, ACH transfers, securities gifting, charitable donations, etc.
• Ensure client documentation meets regulatory and practice standards.

Skills

Communication skills

Time management

Attention to detail

Client service mindset

Tools

Salesforce CRM

Box

Black Diamond

Microsoft Office

Job description

Hightower Signature Wealth in Chapel Hill, NC is seeking a Senior Client Service Associate to support our advisors and clients. This role is essential for delivering a high‑quality client experience, handling high‑volume service requests, and ensuring accuracy and discretion in all interactions.

You will work under the Wealth Advisor and Operations Lead, manage client inquiries, schedule meetings, process wires and transfers, and maintain regulatory documentation.