Hightower Advisors
Client Service Associate - Argent Wealth Management
Hightower Advisors, Waltham, Massachusetts, United States, 02254
Client Service Associate – Argent Wealth Management
Join to apply for the Client Service Associate – Argent Wealth Management role at Hightower Advisors. Overview
Argent Wealth Management provides comprehensive wealth management services including investments, estate, tax and financial planning. Our practice emphasizes client service and personal relationships developed over 30 years. What You’ll Do
Delivering service both internally and externally Serving on client team with advisor(s) as the primary contact for clients, addressing inquiries and providing client service through phone, email, and in-person interactions Onboarding new clients and supporting existing clients, including account openings, money movements (journals, wires, ACAT/DTC transfers, RMDs), and account maintenance Promptly addressing client inquiries and responding to requests Completing cashiering responsibilities and ACH/wire/check requests Maintaining client records and files in compliance with regulatory requirements and policies Collaborating with custodian partners (Fidelity, Schwab, etc.) to ensure accurate processing of client transactions Using applications (Outlook, Salesforce, Orion, custodial platforms) to obtain account information and complete service requests Fielding client requests and ensuring client needs are met while following compliance standards Managing client data within CRM (Salesforce) and maintaining accuracy Participating in weekly CSA team meetings and contributing ideas for efficiency and process improvement What You’ll Bring
2+ years of experience in a similar role Experience building relationships with main partners for each assigned customer Accuracy and organization with follow-up skills Experience assessing severity of support requests and escalating as needed Team player with a client-first attitude Proactive in anticipating advisor and client needs Ability to stay composed in time-sensitive and complex situations Experience maintaining client relationships and providing service in a corporate environment Finance industry experience Proficiency in MS Outlook and MS Word; Excel and Salesforce Eagerness to work in a growing practice Trustworthy, ethical, and able to handle sensitive financial information with confidentiality What We Offer
Medical, dental, and vision insurance on day one Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver) Hybrid model: minimum 3 days in office (5 days in office for first 6 months) 401k matching plan HSA employer contributions Student loan assistance Pet insurance 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 and scale empower its community of independent-minded wealth advisors to grow their businesses and help 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, disability, medical condition, gender identity or expression, or other protected characteristics. You are a U.S. citizen, U.S. permanent resident or have unrestricted work authorization.
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Join to apply for the Client Service Associate – Argent Wealth Management role at Hightower Advisors. Overview
Argent Wealth Management provides comprehensive wealth management services including investments, estate, tax and financial planning. Our practice emphasizes client service and personal relationships developed over 30 years. What You’ll Do
Delivering service both internally and externally Serving on client team with advisor(s) as the primary contact for clients, addressing inquiries and providing client service through phone, email, and in-person interactions Onboarding new clients and supporting existing clients, including account openings, money movements (journals, wires, ACAT/DTC transfers, RMDs), and account maintenance Promptly addressing client inquiries and responding to requests Completing cashiering responsibilities and ACH/wire/check requests Maintaining client records and files in compliance with regulatory requirements and policies Collaborating with custodian partners (Fidelity, Schwab, etc.) to ensure accurate processing of client transactions Using applications (Outlook, Salesforce, Orion, custodial platforms) to obtain account information and complete service requests Fielding client requests and ensuring client needs are met while following compliance standards Managing client data within CRM (Salesforce) and maintaining accuracy Participating in weekly CSA team meetings and contributing ideas for efficiency and process improvement What You’ll Bring
2+ years of experience in a similar role Experience building relationships with main partners for each assigned customer Accuracy and organization with follow-up skills Experience assessing severity of support requests and escalating as needed Team player with a client-first attitude Proactive in anticipating advisor and client needs Ability to stay composed in time-sensitive and complex situations Experience maintaining client relationships and providing service in a corporate environment Finance industry experience Proficiency in MS Outlook and MS Word; Excel and Salesforce Eagerness to work in a growing practice Trustworthy, ethical, and able to handle sensitive financial information with confidentiality What We Offer
Medical, dental, and vision insurance on day one Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver) Hybrid model: minimum 3 days in office (5 days in office for first 6 months) 401k matching plan HSA employer contributions Student loan assistance Pet insurance 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 and scale empower its community of independent-minded wealth advisors to grow their businesses and help 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, disability, medical condition, gender identity or expression, or other protected characteristics. You are a U.S. citizen, U.S. permanent resident or have unrestricted work authorization.
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