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    Senior Associate, Client Service - New York, United States - HighTower Advisors

    HighTower Advisors
    HighTower Advisors New York, United States

    4 weeks ago

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    Description

    Location: We are flexible

    Nucleus HQ is in the heart of Chelsea, NYC, and many of us do gather in our office a few days a week to connect with teammates, clients, and our communities. However, we have embraced a hybrid workforce, and many of our teammates are remote across the country. So, we welcome applicants in NYC or in other locations in the U.S., although we do work East Coast hours. #LI-Hybrid

    Nucleus is committed to helping our NexGen leaders win, supporting our amazing clients and championing the vibrancy of our Chelsea community

    Nucleus's Mission/Vision

    Nucleus Advisors is a highly seasoned transformational, multi-generational, multi-cultural Wealth Advisory firm with a mission to inspire and unleash Next Generation Leaders.

    Our vision is to locate, inspire, and unleash the world's NexGen artists, athletes, advocates and entrepreneurs-each in their own unique ways-as we share our wisdom.

    Nucleus Advisors' mission/vision is pointing us toward using digital technology to share our wisdom with all the North and South American accomplished creatives we can reach-inspiring and coaching them to pay attention to the tensions that may hold them back from creating a lasting legacy and making the greatest difference possible with the communities and small groups they love. What follows is what we believe makes us us as people, in no particular order: Connection, Depth, Curiosity, Direction and Withness.

    Position Summary

    The Senior Associate plays a crucial role at Nucleus and is central to implementing our growth strategy. You will report to the Senior Director, Client Service and will join Nucleus' seasoned Client Service team.

    You will be a collaborative teammate, with the ability to embrace open communication and support the deepening of client relationships through interactions that start as transactional but inspire deeper connections with Nucleus.

    Primary Purpose

    • Oversee and execute cash management tasks and money movement requests
    • Process, reconcile and document (for compliance) check deposits and wire transfers
    • Communicate (verbal and written) with high-net-worth clients to assist with transactional requests for their accounts
    • Open accounts according to onboarding checklist
    • Assist with opening, funding and enrolling separately managed accounts
    • Administer service requests for separately managed accounts, including withdrawals and tax loss harvesting
    • Execute mutual fund, ETF and equity trades as necessary
    • Accountable for processing and completing maintenance items on accounts
    • Process and reconcile security and account transfers
    • Contribute to all operational items for alternative investments, including private equity and hedge funds investments. Activities include:
      • Organize and track alternative investment indication of interests
      • Prepare and process subscription documents with custodians and fund administrators
      • Research AML inquiries to meet compliance needs
      • Process and reconcile capital calls and distributions
      • Help aggregate statements and tax documents for alternative investments
    • Provide tax documents and information to clients' accountants with proper authorization
    • Process charitable giving requests, including grants and contributions
    • Enroll and assist clients with online access to their accounts
    • Respond to account activity and statement inquiries
    • Provide administrative support as necessary

    There will be opportunities to work with all members of the team and learn about asset allocation, portfolio management, alternative investments, and trust and estate, insurance, tax, financial and philanthropic planning.

    The ideal candidate is one that is committed to making a positive difference for clients in the wealth management industry. You have a keen interest and curiosity about financial markets and personal finance topics.

    You are thorough in your work, operate with a high attention to detail, have a strong analytical, EQ, and are motivated to develop and grow in your role.

    Competencies

    • High proficiency with Microsoft Office Suite
    • Ability to communicate effectively via messaging, phone, email, and verbally
    • Be a contributing team member and assist others with tasks
    • Excellent time management and organization skills
    • Initiating projects and asking, "How can I help?"
    • Perseverance and resourcefulness in problem solving
    • Desire to collaborate in small groups, move toward open dialogue and be surrounded by people equally inspired by learning
    • Comfort with and desire to give and receive feedback
    • Ability to foster relationships with teammates, clients, and third-party vendors
    • Professionalism
    • Creativity
    • EQ, Attunement, and Empathy

    Education and Experience

    • Undergraduate degree required (provide GPA)
    • 5+ years of professional experience
    • Series 7 and Series 66 Registrations

    What We Offer

    • Salary range of $130,000-$150,000 based on qualifications and experience
    • Medical, Dental, and Vision Insurance
    • 401k Matching Plan
    • Paid Parental Leave
    • Student Loan Assistance
    • Flexible PTO Plan

    AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on 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 have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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