- 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
- 1+ years of experience in Financial Services
- 1+ 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- $60,000-$75,000 plus discretionary bonus (exact amount is dependent on experience)
-
Private Wealth Management Associate
1 week ago
U.S. Bank National Association Greenwich, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
-
Wealth Management Consultant
2 days ago
ProIT Inc. New York, United States Full time**Wealth Management Consultant** · **FULL TIME** · **Jersey City, NJ/ New York/ Dallas TX - Onsite** · **Skill: Wealth Management Consultant** · **Key Responsibilities**: · - Collaborate with senior leadership to develop and translate the strategic vision into business requiremen ...
-
Wealth Management Consultant
2 days ago
ProIT Inc. Jersey City, United States Full time**Wealth Management Consultant** · **FULL TIME** · **Jersey City, NJ/ New York/ Dallas TX - Onsite** · **Skill: Wealth Management Consultant** · **Key Responsibilities**: · - Collaborate with senior leadership to develop and translate the strategic vision into business requiremen ...
-
Wealth Management Advisor
1 week ago
PONTEMLA New York, United StatesOur client, a wealth management firm in Midtown is looking for a talented professional with high capacity to build a financial planning practice as an advisor. · This is an entrepreneurial opportunity to build a business while having access to support. If you are looking for the ...
-
Wealth Management Advisor
1 week ago
Northwestern Mutual New York, United StatesThrough a distinctive, whole-picture planning approach, Northwestern Mutual Wealth Management and Financial Advisors empower their clients to make the most of every single day and plan for important moments in their future. They combine their licensed expertise with a personalize ...
-
Junior Associate Wealth Management
2 days ago
Watermark Capital Management Stamford, United StatesJob Overview: · We are seeking a skilled Junior Assocaites to join our team. You will be responsible for prospecting and building client base, and servicing to our clients. Your growth in all aspects of wealth management will be crucial in helping people achieve their financial g ...
-
Wealth Management Compliance Specialist
1 week ago
EF Hutton New York, United States**The Company** · EF Hutton is a fast-paced, high-growth, global investment bank founded by experienced investment professionals that have collectively financed over $250 billion for public and private companies alike. EF Hutton offers strategic advice and financing solutions to ...
-
Private Wealth Management Planner
2 weeks ago
U.S. Bank National Association New York, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
-
Project /program Manager Wealth Management
6 days ago
DataAxxis New York, United States**Project /Program Manager Wealth Management Operations** · **Duration**:6+ months · **Location**:Downtown NYC · **Pay rate**:$550 C2C / $500 W2 based on 8 hour day · **Description**: · Our client who is a management consultant group is immediately seeking two (2) experienced Pro ...
-
Wealth Management Executive Assistant
1 day ago
Citizens New York, United States**Description** · As the Executive Administrative Assistant supporting the Head of Wealth Management and Divisional Sales Leadership, you'll work in a fast paced and diverse team focused on supporting and improving the risk, customer service and performance of Operations. This ro ...
-
Personal Banking and Wealth Strategy Manager
1 week ago
Citi New York, United StatesCiti Corporate Strategy supports the Executive Management Team in driving the firm's vision to be the preeminent banking partner for institutions with cross-border needs, a global leader in wealth management and a valued personal bank in our home market. Within Corporate Strategy ...
-
Oppenheimer & Co. Inc. New York, United States**Wealth Management and Advisory Business Associate** · **Who We Are**: · Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in th ...
-
Wealth Management
2 weeks 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 ...
-
2025 Wealth Management Summer Analyst Program
2 weeks ago
Morgan Stanley Harrison, United StatesPLACEMENT AND DURATION · Summer Analysts will join us for a competitive, 10-week program and are placed into a specific team within the Wealth Management Home Office. These teams are designed to offer a real-world, project-based experience of what it's like to be a Wealth Manage ...
-
2025 Wealth Management Summer Analyst Program
3 hours ago
Morgan Stanley Harrison, United StatesPLACEMENT AND DURATIONSummer Analysts will join us for a competitive, 10-week program and are placed into a specific team within the Wealth Management Home Office. These teams are designed to offer a real-world, project-based experience of what it's like to be a Wealth Management ...
-
Morgan Stanley Harrison, United StatesPLACEMENT AND DURATION · Summer Analysts will join us for a competitive, 10-week program and are placed into a specific team within the Wealth Management Home Office. These teams are designed to offer a real-world, project-based experience of what it's like to be a Wealth Manage ...
-
Morgan Stanley Harrison, United StatesPLACEMENT AND DURATIONSummer Analysts will join us for a competitive, 10-week program and are placed into a specific team within the Wealth Management Home Office. These teams are designed to offer a real-world, project-based experience of what it's like to be a Wealth Management ...
-
Morgan Stanley Harrison, United StatesPLACEMENT AND DURATIONSummer Analysts will join us for a competitive, 10-week program and are placed into a specific team within the Wealth Management Home Office. These teams are designed to offer a real-world, project-based experience of what it's like to be a Wealth Management ...
-
Wealth Management
2 days 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 ...
-
2025 Wealth Management Summer Analyst Program
16 hours ago
Morgan Stanley Harrison, United StatesPLACEMENT AND DURATION · Summer Analysts will join us for a competitive, 10-week program and are placed into a specific team within the Wealth Management Home Office. These teams are designed to offer a real-world, project-based experience of what it's like to be a Wealth Manage ...
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.
