Hightower · 1 month ago
Client Service Associate- Insurance & Wealth Management(Capital Management Group)
167 E Central Ave, Pearl River, NY 10965, USA
Full-time
Hybrid
Mid Level
$55K/yr - $65K/yr
3+ years expHightower is a wealth management firm that provides investment, financial and retirement planning services. The Client Service Associate will own the client onboarding lifecycle for advisor-sourced accounts and policy transfers, managing the end-to-end process while ensuring operational compliance and a seamless experience for clients and advisors.
FurnitureManufacturingRetailWholesale
No H1B
U.S. Citizen Only
Responsibilities
Manage end-to-end setup for Security accounts, life insurance, and annuity contracts, including exchanges, Regulation 60, and partial and full transfers
Intake and process death claims or beneficiary claims: collect required documentation, submit claims to carriers, track status, and communicate outcomes to advisors and clients with sensitivity and accuracy
Prepare, review, and verify that form (policy applications, transfer/rollover requests) requirements are met
Track submissions and exceptions in operational systems (MILL, ASH, Black Diamond, Salesforce, DocuSign or equivalents); escalate issues and maintain procedural notes within the client's file
Draft professional, empathetic client-facing and advisor-facing communications for onboarding, claim status updates, and required actions
Work directly with carriers (e.g., Jackson National), custodians (e.g., Charles Schwab), and third-party vendors to resolve policy, annuity, and claim-related issues
Ensure adherence to regulatory and carrier-specific requirements; maintain secure client files and documentation for audits
Qualification
Required
3–5 years in life insurance, annuity, and death-claim processing, preferably in a financial services or wealth management environment
Proficiency with operational systems such as Salesforce, DocuSign, and portfolio/accounting platforms (e.g., Black Diamond, MILL, ASH); strong MS Office skills
Familiarity with industry regulations (e.g., Regulation 60), carrier-specific requirements, and compliance standards
Ability to review and verify documentation accurately and maintain secure client files for audits
Strong written and verbal communication skills; ability to draft professional, empathetic client and advisor communications
Skilled at managing multiple workflows, tracking submissions, and escalating issues promptly
Ability to liaise effectively with carriers, custodians, and vendors to resolve complex policy and claim issues
Demonstrated ability to handle sensitive situations (e.g., death claims) with discretion and professionalism
Benefits
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)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Company
Hightower
Hightower is a manufacturer and supplier of furniture and furnishing products for the technology, education, and hospitality sectors.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jenna Geigerman
President / COO
Natalie Hartkopf
Chairman/Co-Owner
Recent News
2025-06-02
2025-05-17
2025-05-17
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