- Resolve clients' issues and concerns to enhance the client experience.
- Ensure delivery of excellent customer service through timely and accurate processing of paperwork, communication, and coordinating with applicable resources to resolve inquiries.
- Support clients and advisors in providing account information, processing forms, and maintaining records.
- Manage client requests such as fund transfers, wires, online account access, account titling, and other service-related functions.
- Coordinate and schedule client meetings.
- Maintain a professional rapport with clients and the Presidio team via phone support, correspondence, and CRM notes.
- Obtain comfort and proficiency with our software, including client relationship management (CRM), DocuSign, MS Office suite, and custodial platforms.
- Comply with and become well-versed in industry rules and regulations and firm policies.
- Strong attention to detail and accuracy with the ability to prioritize and organize workflow.
- Excellent Organizational Skills
- Ability to work in a fast-paced and rapidly changing environment.
- Proficient in Microsoft Office Suite.
- Self-starter that will take initiative and does not need to wait for direction.
- 4-year college degree
- 2 + years of related industry experience
- Coverage on the first day of employment for medical, dental, and vision
- 401k Matching Plan
- Student Loan Assistance
- Pet Insurance
- Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
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Wealth Management Associate - Houston, United States - HighTower Advisors
Description
Who We Are
Presidio Wealth Partners ("Presidio"), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio currently manages $1.8 billion of assets on behalf of our clients. We offer an outsourced family office experience for our clients that places us at the center of a client's financial life by focusing on asset management and customized financial planning solutions. Presidio is a team made up of 15 full-time employees comprised of 8 advisors and 7 supporting staff members.
Hightower 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, like Presidio, to grow their businesses and help their 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).
What You'll Do
The Wealth Management Associate collaborates with the service team and advisors to deliver white-glove client service. You have strong communication, interpersonal, and time-management skills, with industry experience and a heart for service. Trust is a cornerstone of client relationships. You are ethical and able to handle sensitive financial information with the utmost confidentiality.
What You'll Bring
What We Offer
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.
