Senior Client Service Associate- Altium Wealth Management

HighTower Advisors
US - Connecticut - Madison
June 30, 2024

Your Future Team

Do you grow in a warm and positive environment where there is a clearly defined process and your role requires someone with a friendly and approachable style? Are you naturally efficient and able to juggle multiple tasks simultaneously while maintaining accuracy and follow through? Do want to begin a career in the dynamic wealth management industry?

Founded in 2010, Altium believes that our clients wealth decisions are often compelled by a higher sense of purpose. Our mission far exceeds wealth generation: we want to empower our clients to create the life that they envision for themselves, their families, and their communities.

Altium Wealth is looking for a dynamic professional to join our growing Client Service team. Our client Service team directly impacts our client experience and is important to the success of the organization.

Please note this position requires you to be in the office Monday-Friday

What You'll Do

Liaison between clients and advisors and expected to deliver exceptional service both internally and externally
Coordination and preparation for client meetings, including post-meeting documentation and follow up
Schedule meetings including confirmation emails
Use the group's different applications (Outlook, Salesforce, Schwab, TD, Fidelity) to obtain account information and complete/coordinate all aspects of client service and account maintenance requests
Field client requests and complete tasks, following through to make sure client's needs are met while following compliance standards
Manage client data within CRM (Salesforce) and monitor to ensure accuracy
Process and track insurance maintenance requests for client policies
Other responsibilities as may be assigned

What You'll Bring

Team player who shows a client first attitude
Adaptable to constant change
Attention to detail and strong follow up/follow through skills
Excellent customer-facing skills
Strong written and verbal communication skills
The ability to accomplish a variety of tasks in a thoughtful, organized manner and able to prioritize and re-prioritize throughout the day
Show strong aptitude to anticipate client requests
Maintain composure and remain positive under pressure even in time sensitive and complex situations
4+ years of experience in Financial Services
4+ years of experience maintaining client relationships and providing service in a corporate environment
Proficiency in MS Outlook and MS Word (Excel a plus)
Prior experience with CRM software, preferably Salesforce

What We Offer

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)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance

Hightower's Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 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 vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon 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.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Read the full job description and apply online on the recuiter's web-site

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