Role OverviewThe Senior Associate, Client Operations is responsible for providing primary service and operational support to a designated group of advisors while ensuring a seamless client experience.
What You Will Do
Provide primary service coverage and operational support for a designated group of 5-8 financial advisors, facilitate new client onboarding, and process client servicing requests.
Why It Might Be a Fit
The ideal candidate will have 3+ years of experience in client service, operations, wealth management, or a related field, and a passion for delivering exceptional client and advisor experiences.
Requirements
- 3+ years of experience in client service, operations, wealth management, or a related field
- Passion for delivering exceptional client and advisor experiences
- Familiarity with Hightower's core custodians and account servicing processes preferred
Benefits
- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave
- Flexible PTO plan
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
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