60 Hightower Client Services Associate Jobs Hiring Near You

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 financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

The Role:

We are looking to grow our Client Experience Team (CX) which supports our team by creating positive interactions for the public, clients, COIs, and Associates. The CX reports to the Managing Director, Head of Office.

What You’ll Do: 

Office ‘Well-Being’

• Ensure the common areas are kept clean, supplies are stocked, packages have been shipped, etc.
• Answer incoming client calls and first point of contact for all visitors
• Coordinate and confirm client in-office and external meetings

Surprise and Delight

• Organize client appreciation events: secure venues, catering, incidentals
• Manage client gifts and holiday card mailings
• Ensure and expand brand integrity through client satisfaction and expectation setting

Marketing

• Coordinate marketing efforts: print, digital and social media
• Distribute and track monthly client and prospect email communications
• Partner with Hightower corporate marketing and compliance teams for opportunities and best practices.

What You’ll Bring:

 Soft skills

• Attention to detail and managing projects
• Ability to adapt, pivot, and learn
• Enthusiasm, fun, and frivolity in building rapport

Tech skills

• Experience with Microsoft Office
• Proficiency with standard office equipment: copy/scan, webcam
• Ability to learn specialized software with support and guidance

Daily skills

• Communication, engagement, and feedback
• Participation, ownership, and accountability
• Passion, enthusiasm, and earnest joyfulness

What We Offer:  

We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports your goals. By being flexible today and in the future, you don’t need to feel locked into a fixed path or role.

We believe the foundation of an extraordinary, high-performing, team is one in which each individual team member is permitted, encouraged, and supported to manage and develop their unique gifts and strengths. When combined with teammate’s unique gifts and strengths, the ensemble team is formed. It is in this way that when the individual team members succeed, the team succeeds, the client succeeds, and the community at large succeeds. We do not view these as mutually exclusive.

We provide:

• Annual, written compensation plans, developed alongside you, that outline the steps for your career progression, and team goals and metrics so you understand how you get compensated and grow over time
• On-the-job training
• Resources for career development
• Support for continuous learning
• Mentorship
• 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)
• PTO plan
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

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.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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.