Part-Time Client Service Associate

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, wealth advisors to grow their businesses and help Clients achieve their vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

Our commitment to our culture is demonstrated every day through the “Hightower Way,” with an uncompromising dedication to excellence.

Your Future Team

We are looking to add a part-time, Client Service Specialist to help meet the needs of our Clients. Responsibilities include supporting the Portfolio Managers; assisting with account opening and supervision; Billing; Performance Analysis; and possibly some degree of Marketing. To be successful, you should definitely be a Team player – a person open to feedback in their own pursuit of excellence; who takes responsibility for the quality of their work; is reliable and who pays attention to detail. They should be intellectually curious and able, on occasion, to cope with pressure and under tight deadlines. This is a fully remote, part-time position, anticipating 3 hours per day, on average, for a total of 15-20 hours per week – although, if the relationship proves successful, we are open to pursuing other paths together.

What You’ll Do

• Promote and contribute to a positive Client experience
• Assist Portfolio Managers with service requests
• Create Client agreements
• Complete and review account opening paperwork
• Process money movement requests
• Monitor all asset activity, especially when it comes to “Alternative Investments”
• Help create and maintain customer records and reports in Salesforce and Black Diamond
• Perform and track service requests through Clear Teams
• Ability to work closely and effectively, both with internal and external co-workers on whom we depend

What You’ll Bring

• A minimum of 1-3 years of prior, financial service experience
• Strong communication skills, including close attention to grammar and spelling
• FINRA Series 7 required. Series 63, 65, and/or 66 preferred
• Experience with Microsoft Office (especially Excel) and Salesforce
• Experience working with Schwab/TD or Fidelity a plus

What We Offer

• We commit to a transparent, people-first environment where talent is maximized through our diverse, equitable and inclusive community
• We nurture a spirit of belonging; are energized by challenges; celebrate our successes; and strive to help each other achieve individual and collective well-th goals

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, 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.