Senior Associate, Client Operations

The 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, account opening processes, account funding, and account maintenance activities, process and support client servicing requests, and maintain accurate and complete client records.

Why It Might Be a Fit

3+ years of experience in client service, operations, wealth management, financial services, or a related field, passion for delivering exceptional client and advisor experiences, familiarity with Hightower's core custodians and account servicing processes preferred.

Requirements

• 3+ years of experience in client service, operations, wealth management, financial services, or a related field
• Passion for delivering exceptional client and advisor experiences with a service-first mindset
• Familiarity with Hightower's core custodians and account servicing processes preferred
• Self-starter with strong organizational skills, attention to detail, and a process-focused approach
• Excellent verbal and written communication skills with the ability to build strong relationships and collaborate effectively across teams
• Team-oriented mindset with the ability to thrive in a fast-paced, collaborative environment

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• Mother's lounge onsite
• Flexible PTO plan
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance