Senior Client Services Associate – 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 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

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.