Senior Client Service & Advisory Associate

HighTower Advisors, LLC; Los Angeles (CA); On-site; USD 110,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Paid parental leave

401k matching plan

HSA employer contributions

Student loan assistance

Job summary

HighTower Advisors, LLC, located in Los Angeles, is hiring a Senior Client Service/Advisory Associate to support its advisory team. The role involves coordinating client services, resolving inquiries, and ensuring smooth operational processes. Ideal candidates should have a strong background in financial services and excellent communication skills.

The company offers competitive pay, healthcare benefits starting on the first day, and a supportive team environment. If you're ready to drive client service excellence, apply now.

Qualifications

• Deep experience in a similar role with a Registered Investment Advisor.
• Strong understanding of industry practices and procedures.
• Self-starter able to handle multiple assignments.

Responsibilities

• Coordinates service and operational functions for the advisory team.
• Acts as a liaison between the advisory team and clients.
• Coordinates the new client process and asset allocation.

Skills

Professional verbal and written communication

Interpersonal skills

Problem-solving

Microsoft Office Suite

Ability to handle pressure

Education

BA/BS degree in finance or related field

Job description

HighTower Advisors, LLC, located in Los Angeles, is hiring a Senior Client Service/Advisory Associate to support its advisory team. The role involves coordinating client services, resolving inquiries, and ensuring smooth operational processes. Ideal candidates should have a strong background in financial services and excellent communication skills.

The company offers competitive pay, healthcare benefits starting on the first day, and a supportive team environment. If you're ready to drive client service excellence, apply now.