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Client Service Associate

Company: HighTower Advisors
Location: Russell
Posted on: January 15, 2022

Job Description:

The Firm 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). At LRG Wealth Advisors, our mission is to help our clients enhance their wealth, plan for their future and create memorable experiences. We are comprised of experienced financial services professionals with a diverse set of strengths, specialties, and perspectives. Our team is founded upon principles of trust, financial stewardship, and excellence in client service. What will you do We are seeking a successful Client Service Associate who is a multi-tasker at heart, with strong communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization. Our ideal candidate is coachable, has a willingness to learn, and consistently performs at a high level under variable workloads. As a rapidly growing company, opportunities for internal growth and career development are plentiful. Provide top quality service to clients and for complete administration of client financial accounts and associated money movement Prioritize and organize workflow, as well as corroborate all facets of the operation and administration of client accounts Prepare key documents and PowerPoint based presentations for client meetings Set up new investment accounts - drafting letters, preparing customer welcome packets, initial trust distributions and other trust installation tasks Respond to questions regarding accounts, policies and procedures Review daily activity and reconcile current client activity, fund transfers and previous day's activity to ensure accuracy Process client requests (wires, checks, journals, etc.) Offer administrative and office management support to the team Assist with establishing online access for statements, confirms, proxy materials and other services Complete necessary filing and maintain client files The Person The candidate should have strong professional verbal and written communication-, and interpersonal skills, as well as the ability to motivate self and others to deliver high quality output, possibly within tight timeframes. The position requires the willingness to work a flexible schedule, incl. select travel, and offers an attractive development path within Hightower. The ideal candidate will have experience and attributes in the following areas: Strong interpersonal skills and an innate ability to build immediate rapport with personnel and clients Solid understanding of advisor needs; experience in delivering client-focused solutions Demonstrable experience in developing efficient strategies to "power" complex and diverse advisor practices Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level What you need 1-3 years of experience in Financial Services Previous work experience, including internships involving customer service or financial analysis, is preferred. BA/BS degree in finance or related field preferred Experience in MS Office applications, such as Word, Excel, PowerPoint, etc. Detail-oriented with ability to prioritize and organize workflow Ability to work in a fast-paced, high-intensity work environment Ability to acquire a working knowledge of the portfolio of accounts Self-starter and able to work independently Superior interpersonal, organizational and client service skills Ability to work effectively in a team environment Flexible and willing to perform other tasks as assigned Series 7/66 or 63/65 preferred Relocation is not offered for this opportunity

Keywords: HighTower Advisors, Des Moines , Client Service Associate, Other , Russell, Iowa

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