Senior Client Service Associate- LCK Wealth Management

Hightower Advisors; New York (NY); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Parental leave

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

Job summary

LCK Wealth is seeking a proactive, high-energy client service associate who thrives in an entrepreneurial environment and is motivated to build, lead, and scale client service and operational processes.

You’ll support advisory teams, handle onboarding, data preparation, and client requests with precision, while maintaining compliance and delivering timely reports for meetings and engagements.

Qualifications

• BA/BS degree required.
• 3+ years of client service experience in the financial services industry.
• Exceptional proficiency in written and spoken communication.
• Ability to complete a variety of tasks in a detailed, efficient and organized manner.
• Team player with diligence and a client-first attitude.
• Knowledge of Salesforce, Microsoft Office tools, Fidelity Wealthscape, Emoney.
• Series 7 and 66 are required.

Responsibilities

• Have knowledge of finance, including cash flow planning and investment basics.
• Ensure accuracy and timeliness across operational tasks (account onboarding, account maintenance, cash movement, beneficiary update, tuition payments, RMDs, charitable donations, etc.).
• Work with Advisors to prepare financial data, portfolio information, investment data, and paperwork.
• Field client requests and complete tasks accurately and promptly, following tasks to completion to ensure client needs are met while complying with standards.
• Prepare reports and supporting material for prospect and client meetings, including post-meeting documentation.
• Serve as the first point of contact for clients with elevated engagement.
• Opportunity to gain experience across functions by supporting multiple roles.

Skills

Communication

Organization

Team player

Client-focus

Education

BA/BS degree

Tools

Salesforce

Microsoft Office

Fidelity Wealthscape

Emoney

Job description

Your Future Team

LCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth clients. This Barron’s and Forbes ranked team provides financial services primarily to high-net-worth individuals and families, including financial planning, investment strategy and implementation. We are seeking a proactive, high-energy client service associate who thrives in an entrepreneurial environment and is motivated to build, lead, and scale best-in-class client service and operational processes.

What You’ll Do

• Have knowledge of finance, including cash flow planning and investment basics.
• Ensure accuracy and timeliness across operational tasks (account onboarding, account maintenance, cash movement, beneficiary update, tuition payments, RMDs, charitable donations, etc.)
• Working with Advisors to help pepare financial data, portfolio information, investment data, and paperwork.
• Field client requests and complete tasks accurately and in a timely manner, following tasks to completion to ensure client’s needs are met while adhering to compliance standards.
• Prepare reports and supporting material for prospect and client meetings, including post-meeting documentation.
• As the first point of contact for clients - consistently demonstrating elevated levels of meaningful engagement.
• Opportunity to gain experience of different functions within the team by supporting multiple roles.

What You’ll Bring

• BA/BS degree required.
• 3+ Years of client service experience in the financial services industry.
• Exceptional proficiency in both written and spoken communication.
• The ability to accomplish a variety of tasks in a detailed, efficient and organized manner
• Team player, exceptional diligence, and demonstrates a client first attitude.
• Knowledge of Salesforce, Microsoft Office tools, Fidelity Wealthscape, Emoney.
• Series 7, 66 are required

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)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• Base salary of $100,000- $115,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Hightower’s 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., the firm operates as a registered investment advisor (RIA).

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.