Hightower Advisors
Client Experience Associate - Fairport Wealth
Fairport Wealth is looking for a warm, detail-oriented professional to join our client service team of a growing practice. This role is ideal for someone who excels in a client-facing environment and is eager to learn the inner workings of a busy wealth management practice. As the first contact for visitors and callers, you'll help create a welcoming and professional atmosphere. You'll also support internal operations, assist with client service tasks, and contribute to marketing and executive support projects. No prior industry experience is required — just a passion for service and a willingness to grow. You will report to the Managing Director.
What You’ll Do Client Experience & Front Desk:
Greet and welcome all visitors to the office
Schedule and facilitate client office visits
Maintain a clean and presentable reception area
Answer and direct incoming phone calls
Help with purchase and approval of client gifts
Provide support to the Growth & Marketing team
Office Operations:
Set up and break down in-office meetings
Handle incoming and outgoing mail
Manage FedEx account and office supply inventory
Load/unload dishwasher and maintain common areas
Be the primary liaison with building management
Administrative & Client Support:
Provide executive support to Management Team
Scan and route incoming checks
Log and scan client custodial statements
What You’ll Bring
Experience delivering white glove client experiences
Prior experience in client-facing or administrative roles
Strong attention to detail and organizational skills
High school diploma or equivalent
Proficiency in Microsoft Office Suite
Ability to thrive in a fast-paced, team-oriented environment
Excellent written and verbal communication skills
Growth mindset
A friendly, professional demeanor and eagerness to learn
What We Offer
Annual base salary of $50,000-$55,000 based on qualifications and experience
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 PTO Plan
Flexible Benefits (FSA, Pretax transportation, HSA Employer Contributions)
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.
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.
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What You’ll Do Client Experience & Front Desk:
Greet and welcome all visitors to the office
Schedule and facilitate client office visits
Maintain a clean and presentable reception area
Answer and direct incoming phone calls
Help with purchase and approval of client gifts
Provide support to the Growth & Marketing team
Office Operations:
Set up and break down in-office meetings
Handle incoming and outgoing mail
Manage FedEx account and office supply inventory
Load/unload dishwasher and maintain common areas
Be the primary liaison with building management
Administrative & Client Support:
Provide executive support to Management Team
Scan and route incoming checks
Log and scan client custodial statements
What You’ll Bring
Experience delivering white glove client experiences
Prior experience in client-facing or administrative roles
Strong attention to detail and organizational skills
High school diploma or equivalent
Proficiency in Microsoft Office Suite
Ability to thrive in a fast-paced, team-oriented environment
Excellent written and verbal communication skills
Growth mindset
A friendly, professional demeanor and eagerness to learn
What We Offer
Annual base salary of $50,000-$55,000 based on qualifications and experience
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 PTO Plan
Flexible Benefits (FSA, Pretax transportation, HSA Employer Contributions)
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.
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.
#J-18808-Ljbffr