Hightower Advisors · 1 day ago
Client Service & Marketing Coordinator - Bluerock Wealth Management
Alpharetta, GA
Full-time
Hybrid
Entry Level
1+ years expHightower Advisors is a wealth management firm that provides investment, financial and retirement planning services. They are seeking a Client Service and Marketing Coordinator to deliver top quality service to clients, maintain CRM databases, manage marketing functions, and provide administrative support to the team.
Financial Services
No H1B
U.S. Citizen Only
Responsibilities
Provide top quality service to clients and complete administration and paperwork for client financial accounts
Maintain CRM database to ensure data is accurate regarding clients, prospects and other contacts
Oversee a schedule of client reviews, along with Wealth Manager/Wealth Planner, and reaching out to clients to coordinate meetings
Respond to client and internal questions regarding accounts and operational procedures
Manage marketing functions such as social media posts, preparing and sending out blog/article posts by email blast, looking for content to share with existing and prospective clients and marketing projects
Help with practice event planning: managing invitations, guest lists and ordering client/practice lunches
Offer administrative and office management support to the team
Qualification
Required
Strong written and verbal communication skills
Problem-solving mindset
Ability to perform under variable workloads
Strong interpersonal skills
Ability to build immediate rapport with personnel and clients
BA/BS degree
Experience in MS Office applications, such as Word, Excel, PowerPoint, etc
Detail-oriented with ability to prioritize and organize workflow
Ability to work effectively in a team environment
1 or more years of professional related work experience
Preferred
Previous work experience, including internships involving client service and/or marketing
Experience with Salesforce, Fidelity's Wealthscape platform and Schwab Advisor Services platform
Experience with a mass email marketing software program
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
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 2008Westport, Connecticut, USA
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bob Oros
Chairman and Chief Executive Officer
Dan Watanapongse
CFO
Recent News
Institutional Investor
2025-10-07
Institutional Investor
2025-09-30
Company data provided by crunchbase