- 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
- 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
- 5+ years of experience in Financial Services
- 5+ 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
- 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
- Salary range- $85,000- $100,000 plus discretionary bonus (exact amount is dependent on experience)
-
Consultant - Wealth & Asset Management
3 weeks ago
Capco New York, United StatesAls globale Unternehmensberatung mit Fokus auf die Finanzdienstleistungsbranche kombinieren wir bei Capco innovatives Denken mit einzigartigem Know-How. So divers wie unsere Mitarbeiter*, sind auch unsere Lösungen, die wir unseren Kunden anbieten. Bringe Dich ein und setze Deine ...
-
Wealth Management
3 days ago
Masis Professional Group New Jersey, United StatesThe Client Relationship Associate will join the wealth management and financial planning team of this "culture first" RIA. The primary focus of this role is to support a financial advisory team with client onboarding, ensuring smooth processes and white glove client service. The ...
-
Wealth Manager
1 day ago
Leah Yosef International New Jersey, United StatesWealth Advisor, Independent RIA · New Jersey · Overview · Boutique, Independent Wealth Management Firm seeks a Wealth Advisor in Essex County, NJ to inherit a client book of ~40m+ AUM from the Founding partner. · Highlights · The founding partner is focused on growth and seeking ...
-
Wealth Manager
5 days ago
Longwave Financial, LLC New York, United StatesLongwave Financial, an independent advisory firm, is excited to hire an experienced wealth manager/client relationship manager to support and enhance our dynamic growth. You will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience ...
-
Account Manager, Wealth Management
1 week ago
Northern Trust Greenwich, United StatesAbout Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most suc ...
-
Wealth Management
1 week ago
Mirador Stamford, United StatesSolutions Associate · Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry tha ...
-
Wealth Management
3 days ago
Equitable Advisors New York, United StatesEquitable Advisors, a leading financial services and insurance industry firm, invites entrepreneurial-oriented individuals to join our team as Financial Professionals. With a rich history dating back to 1859, Equitable is committed to helping people build fulfilling futures throu ...
-
Wealth Manager
1 week ago
Center for Wealth Preservation Syosset, United StatesJob Description · About us: · The Center for Wealth Preservation is a leading wealth and financial management firm. Our team of experienced wealth management professionals provides customized solutions for a diverse client base that includes high-net-worth individuals, professi ...
-
Wealth Manager
6 days ago
Lido Advisors, LLC New York, United StatesLido Advisors, LLC, an established and expanding wealth management firm, is seeking an experienced Wealth Manager. · Under the direction of the Market Leader, the Wealth Manager is responsible for providing the highest level of wealth management services to Lido's clients. Analy ...
-
Wealth Management Advisor
1 week ago
Equitable Advisors Stamford, United StatesA culture of growth with a firm that supports · You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know and understand you — and help you discover what greater fulfillment you can find ...
-
Wealth Management Associate
2 weeks ago
Equitable Stamford, United StatesDescription · Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to o ...
-
Wealth Management Associate
3 days ago
Equitable Advisors Stamford, United StatesAt Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our #VP24 program is an established management track designed to help accelerate your success as a Wealth Management Associate. After your first y ...
-
Wealth Management Associate
2 weeks ago
Equitable Advisors New York, United StatesAt Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors that job seekers look for when searching for their ideal career. Knowing that, many hard-working and achievement driven individuals have fou ...
-
Wealth Management Associate
4 days ago
Northwestern Mutual New York, United StatesWealth Management Advisor Track | The Tri-Harbor Financial Group - NYC · I am looking to onboard a handful of driven individuals in my team and I are focus on working with clients regarding tax efficiency strategy, retirement distribution & estate planning. · Through a distincti ...
-
Wealth Management Associate
2 weeks ago
Equitable Advisors New York, United StatesPrimary Location: UNITED STATES-NYC-Manhattan · Organization: Equitable Advisors · Position: Wealth Management Associate · Description · At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors tha ...
-
Senior Wealth Manager
1 week ago
JK Executive Strategies, LLC New York, United StatesSenior Wealth Manager · Rochester, NY · JK Executive Strategies is partnering with a well-respected financial services firm in search of a Senior Wealth Manager to join its team. This position is responsible for servicing an existing book of business by assisting clients in meet ...
-
Wealth Management Advisor
3 weeks ago
Entech Network Solutions, LLC. New York, United StatesGet ready to be part of something groundbreaking We're seeking top-tier RIA's to join forces with this innovative Wealth Management company that spent the last 2 years developing software tailored specifically for the wealth management industry. · I know you heard this before, bu ...
-
Wealth Management Associate
2 weeks ago
Equitable Advisors New York, United StatesPrimary Location: UNITED STATES-NYC-Manhattan · Organization: Equitable Advisors · Position: Wealth Management Associate · Description · At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors tha ...
-
Wealth Management Analyst
3 weeks ago
Russell Tobin New York, United StatesRussell Tobin & Associates is looking for a Financial Analyst to work for one of our clients, a leading global investment firm out of New York City Apply now · This member will play a crucial part in providing excellent client services, along with portfolio management and repor ...
-
Wealth Management Associate
3 days ago
Siebert Financial New York, United StatesBusiness Overview: · Siebert Financial Corp. is a well-respected and established provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Siebert has been in business for over 55 years and maintains various off ...
Senior Client Service Associate- Altium Wealth Management - Harrison, United States - HighTower Advisors
Description
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
What You'll Bring
What We Offer
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.
