The posting
Our 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 financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
Your Future Team You will join a collaborative, client-focused wealth management team dedicated to delivering exceptional service and personalized financial solutions to high net worth individuals and families. The Senior Client Service Associate serves as a trusted partner to both clients and advisors, helping ensure a seamless client experience while supporting relationship management, operational excellence, and day-to-day wealth management activities.
This role is ideal for a seasoned client service professional who thrives in a fast-paced environment, enjoys building strong client relationships, and takes pride in delivering a white-glove service experience. The Senior Client Service Associate plays a key role in supporting client retention, enhancing operational efficiency, and mentoring junior team members as needed.
What You'll Do The Senior Client Service Associate supports advisors and clients by managing complex service requests, maintaining strong client relationships, and ensuring operational activities are completed accurately and efficiently.
Serve as a primary point of contact for client service needs and maintain strong relationships through proactive, responsive, and professional communication Partner closely with Wealth Advisors and Practice Leadership to deliver a high-touch client experience, anticipate client needs, and support ongoing relationship management Own and coordinate complex client service needs, including account opening, account maintenance, transfers, money movements, beneficiary updates, and other service-related transactions Coordinate and oversee client onboarding activities, ensuring documentation is accurate, complete, compliant, and processed through the appropriate channels Prepare client meeting materials, reports, agendas, presentations, and other materials necessary to support an exceptional client experience Attend client meetings when appropriate, document action items, and take ownership of coordinating timely follow-up and execution Respond to client inquiries regarding accounts, service requests, and operational matters with strong judgment, urgency, and a solutions-oriented approach Coordinate with custodians, vendors, Home Office teams, and other professional partners to resolve complex client issues and facilitate requests through completion Maintain accurate client records, documentation, and CRM data in accordance with firm policies, regulatory requirements, and established service standards Identify recurring issues, process gaps, and operational inefficiencies; raise and appropriately escalate concerns to Practice Leadership with clear context, potential impact, and recommended solutions Partner with Practice Leadership to refine internal processes, workflows, and service models as the organization evolves; help translate new processes and changes into practical, consistent execution Serve as a trusted resource and go-to partner for advisors and client service team members, providing guidance on processes, systems, custodial requirements, and complex client situations Assist with training, mentoring, and onboarding junior client service team members and help reinforce consistent service standards and best practices across the team Demonstrate leadership during periods of organizational change by embracing new systems, processes, and responsibilities and helping colleagues successfully adopt new ways of working Assist with the implementation and ongoing maintenance of CRM systems, client data management processes, and other technology or workflow improvements Identify opportunities to enhance the client and advisor experience, improve operational efficiency, and create scalable solutions that support the continued growth of the Practice Support business development efforts through client events, referral follow-up, prospect meeting preparation, and other activities that strengthen client and prospect relationships Stay current on industry trends, operational best practices, technology developments, and regulatory requirements impacting client service and wealth management Take ownership of issues from identification through resolution, demonstrating sound judgment, personal accountability, and a commitment to continuous improvement
What You'll Bring
Bachelor's degree preferred; equivalent professional experience in financial services, wealth management, client service, or a related field may be considered in lieu of a degree 5+ years of experience in wealth management, financial services, or registered investment advisory FINRA Series 7 or 6, Series 63 or Series 65/66, preferred; candidates with relevant securities licensing and substantial industry experience strongly encouraged to apply Life and Health insurance and Variable Annuity (VA) licensing is a plus, but not required Experience with insurance products, variable annuities, or related wealth management solutions is a plus Strong understanding of wealth management operations, account administration, investment account servicing, and client service best practices Experience supporting high-net-worth and ultra-high-net-worth clients preferred Exceptional organizational skills, attention to detail, and ability to manage complex workflows from initiation through completion Excellent verbal and written communication skills with the ability to communicate confidently with clients, advisors, senior leadership, custodians, and external partners Proven ability to manage multiple priorities, competing deadlines, and changing requirements in a fast-paced environment Strong judgment and problem-solving skills with the ability to independently resolve issues, recognize when escalation is appropriate, and present thoughtful solutions Demonstrated initiative and willingness to identify process improvements, support organizational change, and help refine workflows and service models Ability to serve as a trusted resource to colleagues and provide guidance, training, and support to less experienced team members Proficiency with Microsoft Office applications, including Excel, Word, and PowerPoint Experience with CRM systems, custodial platforms, and wealth management technology tools Ability to work collaboratively across advisors, operations, compliance, custodians, vendors, and other internal and external partners while maintaining a high standard of client service
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 In-office four days a week and work from home one day a week Base salary of $90,000-$95,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
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.
