UHNW Wealth Client Services Lead | Operations & Strategy

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

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.