Hightower · 4 hours ago
Client Service Associate - Argent Wealth Management
200 5th Ave, Waltham, MA 02451, USA
Full-time
Hybrid
Entry, Mid Level
2+ years expHightower is a wealth management firm that provides investment, financial, and retirement planning services. The Client Service Associate will be responsible for delivering exceptional client service, onboarding new clients, and maintaining accurate client records while collaborating with custodian partners.
FurnitureManufacturingRetailWholesale
No H1B
U.S. Citizen Only
Responsibilities
Delivering service both internally and externally
Serving on client team with advisor (s) as the primary contact for clients, addressing inquiries and providing client service through phone, email, and in-person interactions
Onboarding new clients and supporting existing clients, including account openings, all aspects of money movements (journals, wires, ACAT/DTC transfers, RMD's, etc) and account maintenance
Promptly addressing client inquiries within same day and responding to requests and providing information
Completing cashiering responsibilities and ACH/wire/check requests
Maintaining client records and files, ensuring that all data is current and accurate following regulatory requirements and company policies
Collaborating with custodian partners (Fidelity, & Schwab, outside custodians, etc.) to ensure accurate processing of client transactions. Downloading and uploading forms, monitoring and verifying changes in the system, resolving issues, and staying current with changing procedures
Becoming comfortable and proficient in using our different applications (Outlook, Salesforce, Orion, and custodial platforms Schwab and Fidelity) to obtain account information and complete/coordinate all aspects of client service and account maintenance requests
Fielding client requests and completing tasks, following through to make sure client's needs are met while following compliance standards and requirements
Managing client data within CRM (Salesforce) and monitoring to ensure accuracy
Participating in weekly CSA team meeting – prepare and contribute thoughts for agendas, raise concerns, suggest solutions, look for and implement efficiency and process improvement
Qualification
Required
2+ years of experience in a similar role
Experience building relationships with main partners for each assigned customer
Accuracy and organization along with follow-up/follow-through skills
Experience assessing severity of support requests and escalate based on severity
Team player who shows a client-first attitude
Proactively anticipate advisor and client needs
Experience maintaining composure and remaining positive even in time-sensitive and complex situations
Experience maintaining client relationships and providing service in a corporate environment
Finance industry experience
Proficiency in MS Outlook and MS Word required (Excel and Salesforce)
Eagerness to work in a growing practice
You are trustworthy, ethical, and able to handle sensitive financial information with the utmost confidentiality
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)
Hybrid model work schedule – minimum of 3 days in office (5 days in office for first 6 months)
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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