Hightower

Job Description

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, 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., we operate as a registered investment advisor (RIA).

Your Future Team

The Associate, Client Experience and Reporting will play a hands-on role in managing activities related to Hightower’s Client Reporting operations. Reporting to the Manager, Client Experience and Reporting, you will help support operations by inputting data into performance reporting tools and by responding to client inquiries with a focus on accuracy and completion. You’ll collaborate with internal teams and vendor partners to ensure seamless operational workflows and deliver a high standard of service to our advisors.

What You’ll Do

We are looking for a motivated Associate on our Client Experience and Reporting Team (CX&R). You will focus on providing excellent service and improving efficiency by collaborating with our advisors, internal teams, and vendor partners. This position is ideal for someone who is detail-oriented, highly organized, and is eager to learn and grow as a professional.

• Client Reporting Data Processing: Input data and transactions into client reporting systems, ensuring data integrity
• Advisor Support: Respond to client inquiries and requests with professionalism and a service-oriented mindset
• Process Improvement: Identify and suggest opportunities for process improvements to enhance efficiency
• Project and Cross Functional Collaboration: Partner with cross-discipline team members to support collaboration and promote a positive client experience
• Problem Solving: Address complex inquiries and escalations from internal and external stakeholders. Serve as the point of contact for advisor teams.
• Participate and support the CX&R team in various department and firm initiatives

What You’ll Bring

• Bachelor's degree in business, finance, or another related field
• 1-2 years of full-time work experience in the financial services industry
• Familiarity with Black Diamond, Tamarac, Orion, or Addepar
• Self-motivated, detail-orientated, and highly organized
• Relationship and client service skills
• Strong verbal and written communication skills
• Superior interpersonal skills and decision-making judgement
• Familiarity with Salesforce
• Strong Excel skills

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• Mother’s lounge onsite
• Flexible PTO plan
• Hybrid model work schedule (minimum 50% in office)
• Free brand-new gym in the Chicago office
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• Base salary of $65,000-$75,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

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.