Wealth Management Client Services Associate

Hightower Advisors; Wayne (PA); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Paid parental leave

401k matching plan

HSA employer contributions

Student loan assistance

Pet insurance

Job summary

Your Future Team 2/13 Strategic Partners, aligned with Hightower Advisors, seeks a Client Service Associate in Wayne, PA. This role reports to the Director of Human Capital and Growth and involves handling client paperwork, onboarding, and ongoing account maintenance.

Responsibilities include proactive client outreach, CRM usage, and collaboration with advisors to support service delivery. A bachelor's degree and CRM familiarity are preferred.

Qualifications

• Bachelor's degree preferably in business, accounting, finance, economics, or related field.
• Experience with Word, Excel, PowerPoint, Outlook, and Adobe.
• Experience with CRM systems (Salesforce preferred) and custodial platforms (Schwab preferred).
• FINRA securities license a plus.

Responsibilities

• Prepare and process paperwork for client transactions, including opening new accounts, closing accounts, transferring assets, deposits, withdrawals, account title changes, address changes, and communicating the status of transactions to clients and Advisors
• Provide ongoing client account maintenance (e.g., all money requests, checks, wires, ACHs, regular periodic transfers, transfer of securities amongst accounts, special accounts, ongoing special client instructions)
• Work with partners and team members to respond to client requests
• Oversight of client onboarding process from start to finish including preparation of documentation establishing accounts; funding and getting client invested
• Proactive outreach to clients to share practice services, including their digital experience
• Use CRM platform to manage and document all workflows
• Participate in projects and internal working groups to ensure our client's needs are represented in practice plans
• Provide support for advisors by answering phones and responding to client requests
• Support Advisors and our practice with operational tasks

Skills

Interpersonal skills

Problem solving

Attention to detail

Multitasking

MS Office (Word, Excel, PowerPoint,Out

CRM systems

Salesforce

Schwab

FINRA licenses a plus

Bachelor's degree

Education

Bachelor's degree in business/finance/economics

Tools

Salesforce

Schwab

Job description

Your Future Team 2/13 Strategic Partners, aligned with Hightower Advisors, seeks a Client Service Associate in Wayne, PA. This role reports to the Director of Human Capital and Growth and involves handling client paperwork, onboarding, and ongoing account maintenance.

Responsibilities include proactive client outreach, CRM usage, and collaboration with advisors to support service delivery. A bachelor's degree and CRM familiarity are preferred.