Wealth Client Services Specialist

Hightower Advisors; Cleveland (OH); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance—

Parental leave (paid)

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

Hybrid after six months (remote 1–2x/w

Base salary $70,000–$80,000 + bonus

Job summary

Hightower Advisors, a premier wealth-management firm, is seeking a Client Service Associate in the United States. You will support advisors and clients by handling complex service requests, maintaining relationships, and ensuring timely, accurate operations.

The role emphasizes collaboration, accuracy, and a white-glove client experience within a fast-paced environment. You’ll partner with Wealth Advisors, assist with account actions, onboarding, and client communications, and contribute to CRM

Qualifications

• Bachelor’s degree preferred; 2+ years in wealth management or client service.
• Strong client service mindset with high attention to detail.
• Experience supporting high net worth clients preferred.
• Proficiency with Microsoft Office and CRM systems.

Responsibilities

• Serve as a point of contact for client service needs and maintain relationships.
• Partner with Wealth Advisors to deliver high-touch client experiences.
• Assist with account opening, maintenance, transfers, and money movement.
• Support onboarding, ensuring documentation is complete and compliant.
• Prepare client meeting materials, reports, and agendas.
• Attend client meetings, document actions, and coordinate follow-ups.
• Respond to inquiries regarding accounts and operations promptly.
• Maintain client records and assist with CRM data management.
• Identify process improvements to enhance client service.
• Mentor junior team members as needed.
• Stay current on industry trends and regulatory requirements.

Skills

Communication skills

Organizational skills

Multi-tasking

Microsoft Office

CRM experience

Financial services knowledge

Education

Bachelor’s degree preferred

Tools

CRM systems

Custodial platforms

Wealth management tech tools

Excel

PowerPoint

Word

Job description

Hightower Advisors, a premier wealth-management firm, is seeking a Client Service Associate in the United States. You will support advisors and clients by handling complex service requests, maintaining relationships, and ensuring timely, accurate operations.

The role emphasizes collaboration, accuracy, and a white-glove client experience within a fast-paced environment. You’ll partner with Wealth Advisors, assist with account actions, onboarding, and client communications, and contribute to CRM