Senior Client Service Associate - LCK Wealth Management
Apply NowCompany: HighTower Advisors
Location: New York, NY 10025
Description:
Your Future Team
LCK Wealth Management is a growing wealth management firm providing complex solutions to Ultra High Net Worth clients.This Barron's and Forbes ranked team provides financial services primarily to high-net-worth individuals and families, including financial planning, investment strategy and implementation. We are looking for a dynamic individual who is proactive. If you have How can I help attitude to support a seasoned team while providing the superior experience our clients have come to expect.
What You'll Do
What You'll Bring
What We Offer
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-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 have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
LCK Wealth Management is a growing wealth management firm providing complex solutions to Ultra High Net Worth clients.This Barron's and Forbes ranked team provides financial services primarily to high-net-worth individuals and families, including financial planning, investment strategy and implementation. We are looking for a dynamic individual who is proactive. If you have How can I help attitude to support a seasoned team while providing the superior experience our clients have come to expect.
What You'll Do
- Preparing financial data, portfolio information, investment data, and paperwork.
- Having knowledge of finance, including cash flow planning and investment basics.
- Exhibiting excellent commitment to tasks, follow-up, Experience establishing procedures to ensure client satisfaction.
- Partner with Financial Advisors to provide important functions such as account opening and maintenance, asset allocation, portfolio implementation, and operational support.
- Field client requests and complete tasks accurately and in a timely manner, following tasks to completion to ensure client's needs are met while adhering to compliance standards.
- Prepare reports and supporting material for prospect and client meetings, including post-meeting documentation.
- As the first point of contact for clients - consistently demonstrating elevated levels of meaningful engagement.
- Opportunity to gain experience of different functions within the firm by supporting multiple roles.
What You'll Bring
- BA/BS degree required.
- 1 - 4 Years of client service experience in the financial services industry.
- Exceptional proficiency in both written and spoken communication.
- The ability to accomplish a variety of tasks in a detailed, efficient and organized manner
- Team player, exceptional diligence, and demonstrates a client first attitude.
- Knowledge of Salesforce, Microsoft Office tools, Fidelity Wealthscape, Emoney.
- Series 7, 66 are required.
What We Offer
- Coverage on the first day of employment for medical, dental, and vision insurance
- 401k Matching Plan
- Paid Parental Leave
- Student Loan Assistance
- Pet Insurance
- Flexible Benefits (FSA/HSA Employer Contributions)
- Base salary of $80,000 - $90,000 plus discretionary bonus (exact base salary amount will be dependent on experience).
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-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 have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.