Senior Wealth Client Experience Lead

Hightower Advisors; Downers Grove (IL); Híbrido; USD 80.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental & Vision

401k matching

HSA contributions

Parental leave

Pet insurance

Hybrid work schedule

Descripción de la vacante

Hightower Advisors in Downers Grove, IL is seeking a Senior Client Service Associate to support wealth management clients and advisors. You will manage account administration, onboarding, transfers, and daily service requests with a focus on accuracy and client satisfaction.

This role emphasizes collaboration, process improvement, and mentoring junior staff while delivering a white-glove service experience to high-net-worth clients.

Formación

• Bachelor's degree preferred; equivalent professional experience may be considered.
• 5+ years of experience in wealth management or financial services.
• FINRA licenses 7/6/63/65/66 preferred; related licensing encouraged.

Responsabilidades

• Serve as primary client service contact and maintain strong client relationships.
• Partner with Wealth Advisors to deliver high-touch service and proactive support.
• Coordinate account opening, maintenance, transfers, and money movements.
• Prepare client meeting materials and follow up on action items.
• Maintain accurate CRM data and client records per firm policies.
• Identify process gaps and propose improvements to Leadership.

Conocimientos

Client service

Wealth management

Relationship management

CRM systems

Microsoft Office

Educación

Bachelor's degree

Herramientas

CRM systems

Custodial platforms

Descripción del empleo

Hightower Advisors in Downers Grove, IL is seeking a Senior Client Service Associate to support wealth management clients and advisors. You will manage account administration, onboarding, transfers, and daily service requests with a focus on accuracy and client satisfaction.

This role emphasizes collaboration, process improvement, and mentoring junior staff while delivering a white-glove service experience to high-net-worth clients.