Hightower Advisors · 10 hours ago
Client Service Associate- Lindbrook Capital
Los Angeles, CA
Full-time
Onsite
Entry, Mid Level
$80K/yr - $120K/yr
2+ years expHightower Advisors is a wealth management firm that provides investment consulting and financial planning services. The Client Service Associate role involves assisting with customer service and day-to-day operations, ensuring client inquiries are addressed and supporting account management.
Financial Services
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
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 ethical, and able to handle sensitive financial information with the utmost confidentiality
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future
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
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