Wealth Management Client Service Specialist

Hightower Advisors; Waltham (MA); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

Parental Leave

Hybrid Schedule

401k Match

HSA Contributions

Student Loan Assistance

Pet Insurance

Job summary

Hightower Advisors in the United States seeks a Client Service Associate to support high-net-worth clients and a growing team. You will act as the primary contact for clients, handling inquiries, onboarding new accounts, and processing money movements with Fidelity and Schwab as custodians.

You will collaborate with advisors, maintain accurate client data in CRM, and support weekly team meetings while upholding regulatory requirements and confidentiality.

Qualifications

• 2+ years of experience in a similar role.
• Strong client relationship and onboarding skills.
• Proficiency with MS Outlook, MS Word, Excel, and Salesforce.
• Financial services experience and high ethical standards.

Responsibilities

• Deliver service to clients internally and externally.
• Serve on client teams as primary contact via phone, email, and in-person.
• Onboard new clients and support account openings and transfers.
• Process money movements and maintain accounts per policy.
• Coordinate with custodians to ensure accurate transactions.

Skills

Client service

Salesforce

MS Outlook

MS Word

MS Excel

Tools

Outlook

Salesforce

Orion

Custodial platforms

Job description

Hightower Advisors in the United States seeks a Client Service Associate to support high-net-worth clients and a growing team. You will act as the primary contact for clients, handling inquiries, onboarding new accounts, and processing money movements with Fidelity and Schwab as custodians.

You will collaborate with advisors, maintain accurate client data in CRM, and support weekly team meetings while upholding regulatory requirements and confidentiality.