Wealth Trading & Client Operations Associate

HighTower Advisors, LLC

Centennial, Northern (CO, KY)

Hybrid

USD 75,000 - 85,000

Full time

9 days ago

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Benefits offered by this job

Health insurance from day 1

Parental leave

401k matching

HSA contributions

Student loan assistance

Job summary

HighTower Advisors, LLC is seeking a Trading and Client Operations Associate in Centennial, CO. The role focuses on executing trades across client accounts per advisor direction, ensuring accurate settlements, and managing cash for distributions and rebalancing.

You will support post-market client service, account maintenance, and cross-system data integrity. The team collaborates with custodians and advisors to implement investment strategies, handle client inquiries, and maintain

Qualifications

3–5 years of experience in financial services, wealth management, or trading operations.
Experience with custodial platforms such as Schwab is strongly preferred.
Understanding of trading workflows, cash management, and account operations.
Familiarity with portfolio management systems such as Black Diamond is a plus.
Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

Execute trades across client accounts in accordance with portfolio models and advisor direction.
Ensure accurate and timely trade settlement and reconciliation.
Monitor cash levels and raise cash for distributions, fees, and rebalancing.
Assist with portfolio rebalancing and implementation of investment strategies.
Coordinate with custodians to resolve trade-related issues.
Process client withdrawals, distributions, and money movements.
Coordinate ACH, wire requests, and check disbursements.
Verify funding availability and ensure documentation for all transactions.
Troubleshoot and resolve transaction-related issues with custodians and clients.
Support client service requests after market close and ensure responsive interactions.
Open, update, and maintain client accounts across systems.
Maintain accurate client records in CRM and portfolio management systems.
Support reporting and data accuracy across platforms.
Maintain proper documentation for trades, distributions, and client requests.
Ensure activities meet practice and regulatory standards.