Hightower · 2 months ago
Client Analyst - Green Square Wealth Management
Memphis, TN, USA
Full-time
Onsite
New Grad, Entry Level
$0/yr - $70K/yrHightower is a wealth management firm that provides investment, financial and retirement planning services. The Client Analyst will support a team that provides wealth management services to high-net-worth clients, ensuring client needs are handled with professionalism and accuracy.
FurnitureManufacturingRetailWholesale
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
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
Hightower is a manufacturer and supplier of furniture and furnishing products for the technology, education, and hospitality sectors.
Founded in 2003
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
Company data provided by crunchbase