Hightower Advisors · 6 hours ago
Senior Client Services Associate- Treasury Partners
New York, NY
Full-time
Hybrid
Mid, Senior Level
$95K/yr - $110K/yr
3+ years expHightower Advisors is a financial services company that provides investment services to various clients. The Senior Client Services Associate will partner with Financial Advisors to support their business and provide essential client servicing functions, including portfolio analysis and relationship development.
Financial Services
No H1B
U.S. Citizen Only
Responsibilities
Partner with Financial Advisors to support their business and provide important functions such as account opening and maintenance, asset allocation, portfolio implementation, strategic planning and operational support
Work directly with clients in all aspects of client servicing with the ability to developing relationships
Provide portfolio analysis for clients/prospects to determine appropriate investment strategies
Partner with teammates to provide client service
Qualification
Required
BA/BS degree
3+ years client service experience
Knowledge of Salesforce, Pershing Netx360, Fidelity Weathscape, Envestnet
Series 7 & 66 are required
Interest in becoming a CFP
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