Job summary
Job post source
This job is directly from Hightower Advisors
Job overview
The Client Service Associate at LRG Wealth Advisors plays a crucial role in providing exceptional client service and managing administrative tasks for a diverse clientele, contributing to the firm's success in financial planning and advisory services.
Responsibilities and impact
Daily responsibilities include serving as the primary client contact, preparing account paperwork, coordinating meetings, maintaining client records, collaborating with custodian partners, and performing general office tasks.
Compensation and benefits
The salary range for this position is $65,000 - $90,000 plus bonuses, with benefits including medical, dental, and vision insurance, a 401k matching plan, paid parental leave, and student loan assistance.
Experience and skills
Candidates should have a bachelor's degree in finance or a related field, at least 2 years of experience in client service within financial services, knowledge of custodian platforms, strong organizational skills, and excellent communication abilities.
Career development
The role offers opportunities for professional growth and ongoing development in the financial services industry.
Work environment and culture
Hightower Advisors values diversity and inclusion, promoting a supportive work environment that empowers employees to achieve their professional goals.
Company information
Founded in 2008, Hightower Advisors is a wealth management firm that offers investment and financial planning services to individuals and corporations, operating as a registered investment advisor with a network of independent wealth advisors across the U.S.
Team overview
The specific team dynamics and size are not detailed in the description, but the role involves collaboration with financial advisors and other team members.
Job location and travel
The position is based in New York City, with no specific travel requirements or remote work options mentioned.
Application process
Candidates are encouraged to apply if they are motivated and detail-oriented, but specific application instructions or deadlines are not provided.
Unique job features
The role distinguishes itself with a strong emphasis on client service, a supportive work culture, and a comprehensive benefits package.
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 experience in client service and administrative roles within the financial services industry, emphasizing your ability to communicate effectively and provide exceptional client service.
Showcase your knowledge of financial planning and experience with custodians like Fidelity, Pershing, and Schwab, as these are key aspects of the position.
Apply through various platforms, including Hightower Advisors' corporate site and LinkedIn, to maximize your exposure and chances of landing the role.
Connect with professionals in the client service division at Hightower Advisors on LinkedIn to gain insights about the role and the company culture; consider ice breakers like discussing recent trends in financial services or asking about their experiences at Hightower.
Optimize your resume for ATS by incorporating specific keywords from the job description, such as 'client service,' 'account maintenance,' and 'CRM systems,' to enhance visibility during the application process.
Utilize Jennie Johnson's Power Apply feature, which can streamline your application process by optimizing your resume, identifying suitable job platforms, and facilitating networking opportunities, allowing you to focus on your job search more effectively.
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