Senior Client Service Associate- Treasury Partners

Hightower Advisors; New York, Chicago (NY, IL); Presencial; USD 100 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, dental, vision

Parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

Resumo da oferta

Treasury Partners within Hightower Advisors in New York City seeks a client-focused professional to support financial advisors with account openings, portfolio implementation, and strategic planning for our diverse client base.

The role emphasizes relationship development, accuracy in portfolio analysis, and collaboration with senior staff to advance client outcomes. Growth opportunities are available.

Qualificações

• BA/BS degree.
• 3-5+ years client service experience.
• Knowledge of Salesforce, Pershing Netx360, Fidelity Wealthscape, Envestnet a plus.
• Interest in becoming a CFP.

Responsabilidades

• Partner with Financial Advisors to support their business and client servicing.
• Provide portfolio analysis and strategic planning for clients/prospects.
• Assist with account opening and maintenance and service client needs.
• Develop relationships and contribute to team success.

Conhecimentos

Client service experience

Series 7 & 66

Salesforce

Wealth management knowledge

CFP interest

Formação académica

BA/BS degree

Ferramentas

Salesforce

Pershing Netx360

Fidelity Wealthscape

Envestnet

Descrição da oferta de emprego

Your Future Team Treasury Partners operates as a business unit within Hightower Advisors, established in 1988.

Treasury Partners provides investment services to corporations, endowments, foundations, and wealthy families.

These services include comprehensive wealth management, customized portfolio reporting, and development of investment guidelines and strategies.

As of June 30 th , 2025 the group consists of 31 investment professionals located in New York City and services over 300 clients globally with over $22 billion in client assets.

Treasury Partners has been listed on Barron's Top 100 Financial Advisors since 2005.

As a growing company, opportunities for internal growth and career development are plentiful.

What You’ll Do

• Partner with Financial Advisors to support their business and provide important functions such as account opening and maintenance, asset allocation, portfolio implementation, strategic planning and operational support
• Work directly with clients in all aspects of client servicing with the ability to developing relationships
• Provide portfolio analysis for clients/prospects to determine appropriate investment strategies
• Partner with teammates to provide quality client service
• Work with senior professionals to fuel career success

What You’ll Bring

• BA/BS degree
• 3-5+ years client service experience
• Knowledge of Salesforce, Pershing Netx360, Fidelity Weathscape, Envestnet a plus Series 7 & 66 is required
• Interest in becoming a CFP

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-$110,000 a year plus discretionary bonus (exact base salary amount will be dependent on experience)

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., 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.