Hightower Advisors

Junior Client Service & Relations Associate - Altium Wealth Management

PURCHASE, NYPosted 30+ days ago

Job summary

  • Job post source

    This job is directly from Hightower Advisors

  • Job overview

    The Junior Client Service & Relations Associate at Altium Wealth Management will play a crucial role in enhancing client experiences and supporting the growth of the Client Service team.

  • Responsibilities and impact

    Daily tasks include liaising between clients and advisors, coordinating client meetings, managing client data in CRM, and ensuring compliance while addressing client requests.

  • Compensation and benefits

    The salary range is $65,000-$75,000 with a discretionary bonus, plus benefits including medical, dental, vision insurance, paid parental leave, 401k matching, and student loan assistance.

  • Experience and skills

    Candidates should have 1+ years of experience in Financial Services, strong customer-facing skills, proficiency in MS Outlook and Word, and prior experience with CRM software, preferably Salesforce.

  • Work environment and culture

    Altium promotes a warm and positive work environment focused on efficiency and client-first attitudes.

  • Company information

    Hightower Advisors, founded in 2008, is a wealth management firm offering investment and financial planning services, operating as a registered investment advisor with a community of independent-minded wealth advisors.

  • Job location and travel

    This position requires in-office work Monday to Friday.

Company overview

Hightower Advisors is a wealth management firm that provides financial advisory services to individuals, families, and institutions. They generate revenue through advisory fees, asset management, and financial planning services. Founded in 2008, Hightower has grown significantly by acquiring independent advisory firms and integrating them into its platform, offering a blend of independence and support. The company emphasizes a fiduciary approach, ensuring that advisors act in the best interests of their clients.

How to land this job

  • Tailor your resume to highlight your client service experience and ability to manage multiple tasks efficiently, as these qualities are essential for the Junior Client Service & Relations Associate role at Hightower Advisors.

  • Emphasize your proficiency in CRM software, particularly Salesforce, and your experience with tools like MS Outlook and MS Word, which are crucial for daily operations in this position.

  • Apply through various channels, including Hightower Advisors' corporate site and LinkedIn, to maximize your chances of getting noticed for this role.

  • Connect with professionals in the client service division at Hightower Advisors on LinkedIn to gain insights about the position; you might start with ice breakers like discussing their recent projects or asking about their experiences working at Hightower.

  • Optimize your resume for ATS systems by incorporating relevant keywords from the job description, such as 'client service', 'CRM', 'attention to detail', and 'customer-facing skills' to enhance your visibility during the application process.

  • Consider using Jennie Johnson's Power Apply feature, which can streamline your application process by tailoring your resume, identifying the best application channels, and assisting in networking with potential connections at Hightower Advisors.

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