HighTower
Part-Time Client Service Coordinator - Bluerock Wealth Management
HighTower, Alpharetta, Georgia, United States, 30239
Your Future Team
Bluerock Wealth Management is an established and successful financial advisory practice which is part of the larger Hightower network. Our practice is an ensemble, where team members collaborate as one on behalf of our clients. We believe our collaborative relationships and approach create results for every client we serve.
Shunning the legacy "sales" driven model and culture that has dominated financial services in years past, we place the utmost emphasis on meeting our clients at all the ups and downs of life's journey, by providing reliable, thoughtful, and straightforward advice. We deliver this advice by a purposeful construction of a well-diversified team, valuing diversity of backgrounds, and skills. It is through this ensemble approach we attempt to create ever increasing value to our clients.
This is a fiduciary fee-only practice. Our comprehensive approach covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation. We employ a holistic, data-driven and inclusive approach.
What You'll Do
We are looking for a
Client Service and Marketing Coordinator
who is a multi-tasker, with strong written and verbal communication skills and a problem-solving mindset that excels in a fast-paced and evolving practice. You are coachable and perform at a level under variable workloads. As a growing company, opportunities for internal growth and career development are plentiful. You will report to the Chief Operating Officer. #LI-Onsite Provide top quality service to clients and complete administration and paperwork for client financial accounts Maintain CRM database to ensure data is accurate regarding clients, prospects and other contacts Oversee a schedule of client reviews, along with Wealth Manager/Wealth Planner, and reaching out to clients to coordinate meetings Respond to client and internal questions regarding accounts and operational procedures Manage marketing functions such as social media posts, preparing and sending out blog/article posts by email blast, looking for content to share with existing and prospective clients and marketing projects Help with practice event planning: managing invitations, guest lists and ordering client/practice lunches Offer administrative and office management support to the team What You'll Bring
You have strong interpersonal skills, and the ability to motivate self and others to deliver quality output. You will have experience and attributes in the following areas:
Ability to build immediate rapport with personnel and clients. Previous work experience, including internships involving client service and/or marketing, is preferred. BA/BS degree Experience in MS Office applications, such as Word, Excel, PowerPoint, etc. Experience with Salesforce, Fidelity's Wealthscape platform and Schwab Advisor Services platform is a plus Experience with a mass email marketing software program Detail-oriented with ability to prioritize and organize workflow Ability to work effectively in a team environment• 1 or more years of professional related work experience What We Offer
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 Benefits (FSA, Pre-tax transportation, HSA Employer Contributions) Work/life Balance: Vacation time, flexible schedule Career Path Opportunities
Hightower's 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, 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.
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.
Bluerock Wealth Management is an established and successful financial advisory practice which is part of the larger Hightower network. Our practice is an ensemble, where team members collaborate as one on behalf of our clients. We believe our collaborative relationships and approach create results for every client we serve.
Shunning the legacy "sales" driven model and culture that has dominated financial services in years past, we place the utmost emphasis on meeting our clients at all the ups and downs of life's journey, by providing reliable, thoughtful, and straightforward advice. We deliver this advice by a purposeful construction of a well-diversified team, valuing diversity of backgrounds, and skills. It is through this ensemble approach we attempt to create ever increasing value to our clients.
This is a fiduciary fee-only practice. Our comprehensive approach covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation. We employ a holistic, data-driven and inclusive approach.
What You'll Do
We are looking for a
Client Service and Marketing Coordinator
who is a multi-tasker, with strong written and verbal communication skills and a problem-solving mindset that excels in a fast-paced and evolving practice. You are coachable and perform at a level under variable workloads. As a growing company, opportunities for internal growth and career development are plentiful. You will report to the Chief Operating Officer. #LI-Onsite Provide top quality service to clients and complete administration and paperwork for client financial accounts Maintain CRM database to ensure data is accurate regarding clients, prospects and other contacts Oversee a schedule of client reviews, along with Wealth Manager/Wealth Planner, and reaching out to clients to coordinate meetings Respond to client and internal questions regarding accounts and operational procedures Manage marketing functions such as social media posts, preparing and sending out blog/article posts by email blast, looking for content to share with existing and prospective clients and marketing projects Help with practice event planning: managing invitations, guest lists and ordering client/practice lunches Offer administrative and office management support to the team What You'll Bring
You have strong interpersonal skills, and the ability to motivate self and others to deliver quality output. You will have experience and attributes in the following areas:
Ability to build immediate rapport with personnel and clients. Previous work experience, including internships involving client service and/or marketing, is preferred. BA/BS degree Experience in MS Office applications, such as Word, Excel, PowerPoint, etc. Experience with Salesforce, Fidelity's Wealthscape platform and Schwab Advisor Services platform is a plus Experience with a mass email marketing software program Detail-oriented with ability to prioritize and organize workflow Ability to work effectively in a team environment• 1 or more years of professional related work experience What We Offer
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 Benefits (FSA, Pre-tax transportation, HSA Employer Contributions) Work/life Balance: Vacation time, flexible schedule Career Path Opportunities
Hightower's 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, 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.
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.