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Hightower Advisors · 2 weeks ago

Client Analyst - Green Square Wealth Management

Memphis, TN

Full-time

Onsite

New Grad, Entry Level

$0/yr - $70K/yr

Hightower Advisors is a wealth management firm that provides investment and financial planning services. The Client Analyst will support a team that offers wealth management services to high-net-worth clients, ensuring their needs are met with professionalism and accuracy.

Financial Services

Comp. & Benefits

Responsibilities

Run reporting for daily trading, transactions, money movement, and debits

New account opening and client “on-boarding” process

Completion of daily wires, journals and check requests

Process alternative managers subscription documentation

Coordination of multiple custodial relationships for client’s accounts

Collection of K-1s and 1099s (during tax season only)

Organize and update the following on daily basis:

Account transfer instructions for all clients

Maintenance of client’s electronic and paper files

Daily processes and tasks related to client service

Information on charitable gifts made for all clients

Add support and leverage to the client service team and Investment Advisors (as needed) to ensure the following:

Consistency in service

Qualification

Series 65 licenseFinancial industry experienceBachelor’s degreeLeadership capabilitiesProblem-solving initiativeEffective communication

Required

Bachelor's degree required

Experience working in the financial industry or a major in business-related focus

Series 65 license required

Demonstrate initiative and sound judgment in solving problems and making decisions independently

Bring strong leadership capabilities and a collaborative mindset

Highly motivated self-starter with a sense of drive and enthusiasm

Communicates effectively with excellent written and verbal skills

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 Advisors

Glassdoor4.1

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations.

Founded in 2008