Wealth Client Services Associate

HighTower Advisors, LLC; Cleveland (OH); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

Parental leave

401k matching plan

HSA employer contributions

Student loan assistance

Pet insurance

Hybrid work schedule

Job summary

HighTower Advisors, LLC in Cleveland, OH seeks a Client Service Associate to support wealth advisors and high-net-worth clients with complex service requests, onboarding, and ongoing relationship management.

The role emphasizes accurate account administration, proactive communication, and collaboration with custodians and vendors to ensure a seamless client experience. Must demonstrate organizational skills and attention to detail.

Qualifications

• Bachelor's degree preferred.
• 2+ years of experience in wealth management, financial services, private banking, or related client service environment.
• Strong understanding of wealth management operations, account administration, and client service best practices.
• Experience supporting high net worth and ultra-high net worth clients preferred.

Responsibilities

• Serve as a point of contact for client service needs and maintain strong relationships.
• Partner with Wealth Advisors to deliver a high-touch client experience and support ongoing relationship management.
• Assist with account opening, maintenance, transfers, money movement requests, beneficiary updates, and other client service transactions.
• Support client onboarding activities, ensuring all documentation is complete and compliant.
• Prepare client meeting materials, reports, agendas, and presentations.
• Attend client meetings when appropriate, document action items, and coordinate follow-up activities.
• Respond to client inquiries regarding accounts, service requests, and operational matters promptly.
• Partner with custodians, vendors, and other partners to resolve client issues and facilitate requests.
• Maintain accurate client records and documentation per firm policies and regulatory requirements.
• Assist with CRM systems and client data management processes.
• Identify opportunities to enhance client service processes and improve operational efficiencies.
• Assist with training and mentoring junior client service team members and stay current on industry trends.

Skills

Client service

Wealth management operations

CRM systems

Microsoft Office

Communication skills

Team collaboration

Regulatory compliance

Education

Bachelor's degree

Tools

CRM systems

Custodial platforms

Wealth management software

Job description

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., we operate as a registered investment advisor (RIA).

Your Future Team

You will join a collaborative, client-focused wealth management team dedicated to delivering exceptional service and personalized financial solutions to high net worth individuals and families. The Client Service supports advisors and clients by helping deliver a seamless client experience and assisting with day-to-day wealth management activities.

This role is ideal for an organized, client-focused professional who thrives in a fast-paced environment, enjoys building strong client relationships, and takes pride in delivering a white-glove service experience.

What You'll Do

The Client Service Associate supports advisors and clients by managing complex service requests, maintaining strong client relationships, and ensuring operational activities are completed accurately and efficiently.

• Serve as a point of contact for client service needs and maintain strong relationships through proactive communication
• Partner closely with Wealth Advisors to deliver a high-touch client experience and support ongoing relationship management
• Assist with account opening, account maintenance, transfers, money movement requests, beneficiary updates, and other client service transactions
• Support client onboarding activities, ensuring all documentation is complete and compliant
• Prepare client meeting materials, reports, agendas, and presentations
• Attend client meetings when appropriate, document action items, and coordinate follow-up activities
• Respond to client inquiries regarding accounts, service requests, and operational matters in a timely and professional manner
• Partner with custodians, vendors, and other professional partners to resolve client issues and facilitate requests
• Maintain accurate client records and documentation in accordance with firm policies and regulatory requirements
• Assist with the implementation and ongoing maintenance of CRM systems and client data management processes
• Identify opportunities to enhance client service processes and improve operational efficiencies

·Assist with training and mentoring junior client service team members as needed

·Stay current on industry trends, operational best practices, and regulatory requirements impacting client service functions

What You'll Bring

• Bachelor's degree preferred
• 2+ years of experience in wealth management, financial services, private banking, or a related client service environment
• Strong understanding of wealth management operations, account administration, and client service best practices
• Experience supporting high net worth and ultra-high net worth clients preferred
• Exceptional organizational skills with a strong attention to detail
• Excellent verbal and written communication skills
• Proven ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong problem-solving skills and ability to independently resolve client service issues
• Proficiency with Microsoft Office applications, including Excel, Word, and PowerPoint
• Experience with CRM systems, custodial platforms, and wealth management technology tools
• Ability to work collaboratively across departments while maintaining a high standard of client service
• FINRA Series 7 and 66 licenses preferred but not required

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
• In-office five days per week during the first six months of employment. After six months, employees may be eligible to work remotely one to two days per week.
• Base salary of $70,000-$80,000plus discretionary bonus (exact base salary amount will be dependent on experience)

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.