Senior Client Operations Associate - Hybrid Wealth Support

HighTower Advisors, LLC; Cleveland (OH); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Parental Leave

Flexible PTO

Hybrid schedule

401k matching

HSA contributions

Student loan assistance

Pet insurance

Job summary

HighTower Advisors, LLC is seeking a Senior Associate, Client Operations to deliver seamless client experience for a group of 5-8 financial advisors. You will manage onboarding, funding, maintenance, and servicing requests while coordinating with custodians and internal teams.

Ideal candidates have 3+ years in client service or wealth management, strong organization, and a service-first mindset to support advisers and clients in a fast-paced environment.

Qualifications

• 3+ years in client service, operations, wealth management, or related field.
• Strong service mindset and ability to support advisers and clients.
• Familiarity with custodians and account servicing processes preferred.
• Self-starter with organization and process focus.

Responsibilities

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

Skills

Client service experience

Financial services

Attention to detail

Team collaboration

Job description

HighTower Advisors, LLC is seeking a Senior Associate, Client Operations to deliver seamless client experience for a group of 5-8 financial advisors. You will manage onboarding, funding, maintenance, and servicing requests while coordinating with custodians and internal teams.

Ideal candidates have 3+ years in client service or wealth management, strong organization, and a service-first mindset to support advisers and clients in a fast-paced environment.