ZipRecruiter

Log In

Hightower

60 Hightower Client Services Associate Jobs Hiring Near You

Hightower

Financial Planning Analyst - Meyer Capital

NJ · On-site

$58K - $60K/yr

Currently, we provide services for client assets around the nation, totaling well over $2 billion ... Hightower's capital solutions, operational support services, size and scale empower its vibrant ...

Hightower

Financial Planner

Richmond, VA · On-site

$100K/yr

Hightower's capital solutions, operational support services, size and scale empower its vibrant ... Ensure all client and operational tasks are completed accurately and on time * Track and manage ...

hightower

Financial Planner

Richmond, VA · On-site

$100K/yr

Hightower's capital solutions, operational support services, size and scale empower its vibrant ... Ensure all client and operational tasks are completed accurately and on time * Track and manage ...

previous page

Showing results 41-60

All JobsHightower JobsHightower Client Services Associate Jobs

Hightower Jobs Information

What are the key skills and qualifications needed to thrive as a Client Services Associate, and why are they important?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What are some common challenges faced by Client Services Associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What does a Client Services Associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.

What is the difference between Client Services Associate vs Customer Support Specialist?

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

What other companies are hiring for Client Services Associate jobs?
What are the most popular jobs at Hightower?
What are the most popular categories at Hightower?
Infographic showing various Client Services Associate job openings at Hightower in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 94% Physical, and 6% Hybrid job distribution.

Private Wealth Associate - The Lerner Group

Hightower

Boca Raton, FL • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 22 days ago

Job description

Your Future Team
The Lerner Group uses decades of industry experience to better serve their wealth management clients. Clients we serve include high net worth individuals, foundations, profit sharing and pension plans. We aim to tailor our service to every family's individual needs. The Lerner Group believes that values and investments must be consonant. This approach strengthens communication, education and wealth planning decisions throughout all generations.
The Role
We are looking for a successful Private Wealth Associate who is a multi-tasker at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization. Our ideal candidate is coachable, has a willingness to learn, and consistently performs at a high level under variable workloads. As a rapidly growing company, opportunities for internal growth and career development are plentiful. You will report to the Operations Manager.
What You'll Do
  • Set up new investment accounts - preparing customer welcome packets / new account documentation
  • Help establish online access for statements, confirms, proxy materials and other services
  • Process client requests (profile updates, wires, checks, journals, etc.)
  • Communicate with advisors from other practices to discuss and process RMD's correctly and accurately
  • Review previous day's activity to ensure accuracy
  • Respond to questions regarding accounts, policies, and procedures
  • Prioritize and organize workflow, and prepare key documents for client meetings
  • Complete necessary filing and maintain client files
  • Offer administrative and office management support to the team

What You'll Bring
  • BA/BS degree in finance or a related field
  • 1 or more years of experience in a related field
  • Experience with relevant technologies including Fidelity's Wealthscape platform is preferred

What We Offer
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • 401k Matching Plan
  • Student Loan Assistance
  • Pet Insurance
  • Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
  • Hybrid work schedule: 3 days working in office, 2 days working remotely

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, and 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., 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.
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.

Apply