Client Service and Operations Associate - Hightower Westchester

Director Of Operations And Client ServiceHightower Westchester is a fast-paced, thriving financial advisory practice based in Harrison, New York. We are a client-centric team that provides a holistic approach to wealth management. We're searching for a director of operations and client service who naturally has a "do what it takes" attitude to support a seasoned team while providing a quality experience our clients have come to expect. You will report to the Managing Directors.The Client Service And Operations Associate is a strategic team member responsible for integrating operational efficiency and client service. You will support long-term growth and sustainability.

This is an in-office position.Characteristics you will need to be successful in this role:Adaptable. You are comfortable working in a fast-paced environment.Agile. You maintain composure and remain positive under pressure.Team player. You love collaborating and sharing ideas. You trust your teammates, and support.Clear communicator.

You are great at getting and giving respectful and productive feedback to clients and colleagues.Organized. You create clear and logical processes to support your work and that of the organization.What You'll DoTimely, consistent, and accurate completion of operational tasks, activities and workflows including account services and transaction processingField client requests and complete tasks, following through to ensure our client's needs are met while following compliance standardsEnsure the prospect and client experience is performed as designed by managing and following the prospect and client timelines, and completing multi-step tasksWork with our custodian (Fidelity) to open accounts, obtain account information and complete service requestsOpening and updating separately managed accountsPreparing subscription documents for alternative investmentsDocument and update contact information, status updates, and other important information within the CRM database. (Salesforce)First contact for clients and visitors in the office and by phone demonstrating high levels of meaningful engagementScheduling meetings and travelLight office management including using Concur (expense management), resolving vendor and IT issues, ordering office suppliesOpportunity to learn different functions within the practice by supporting multiple rolesAssist Marketing with client events and client giftsAssist the team in operational, administrative, and marketing functionsWhat You'll BringTeam player and a "client first" attitudeBA/BS degree preferred in Business/Marketing/Communications or related fieldStrong Microsoft Office and Outlook competency with an emphasis on ExcelSalesforce experience a plusProcess-driven tasking and follow up skillsExcellent client-facing skillsStrong written and verbal communication skillsThe ability to accomplish a variety of tasks in a detailed, efficient, and organized manner3 or more years of experience with Financial Service and or Client ServiceSeries 65. If not licensed it must be achieved within 6 months of hire. Other licenses may be required over timeWhat We OfferAnnual base salary range of $85,000-$95,000 based on qualifications and experienceCoverage on the first day of employment for medical, dental, and vision insurancePaid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)Flexible PTO plan401k matching planHSA employer contributionsStudent loan assistancePet insuranceHightower's StoryFounded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 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).AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on 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.