Senior Client Services Associate- Treasury Partners

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

Benefits offered by this job

Medical, dental, and vision insurance from day one

Paid parental leave (16 weeks primary, 8 weeks secondary)

401k matching plan

HSA employer contributions

Student loan assistance

Pet insurance

Job summary

Hightower Advisors in New York City is seeking a client service professional to partner with Financial Advisors. This role includes aiding in account management, asset allocation, and portfolio analysis while developing client relationships.

Candidates should have a BA/BS degree, 3+ years of client service experience, and possess Series 7 & 66 licenses. Competitive salary of $100,000-$115,000 plus a discretionary bonus available.

Qualifications

• 3+ years client service experience required.
• Series 7 & 66 licenses are mandatory.
• Interest in becoming a CFP is a plus.

Responsibilities

• Support Financial Advisors with account maintenance and asset allocation.
• Directly interact with clients to develop relationships.
• Provide portfolio analysis for investment strategies.

Skills

Client service experience

Investment strategy knowledge

Salesforce knowledge

Communication skills

Education

BA/BS degree

Tools

Salesforce

Pershing Netx360

Fidelity Wealthscape

Envestnet

Job description

Treasury Partners operates as an advisory practice within Hightower Advisors, a financial services company. 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. The team consists of 32 investment professionals located in New York City and services over 500 clients with over $22 billion in client assets as of January 2026. 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 develop relationships
• Provide portfolio analysis for clients/prospects to determine appropriate investment strategies
• Partner with teammates to provide client service

What You’ll Bring

• BA/BS degree
• 3+ years client service experience
• Knowledge of Salesforce, Pershing Netx360, Fidelity Wealthscape, Envestnet
• Series 7 & 66 are 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-$115,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

About Hightower

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).

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.