Hightower · 12 hours ago
Senior Client Services Associate- Treasury Partners
300 Madison Ave, New York, NY 10017, USA
Full-time
Onsite
Mid, Senior Level
$95K/yr - $110K/yr
3+ years expHightower is a wealth management firm that provides investment, financial and retirement planning services. They are seeking a Senior Client Services Associate to partner with Financial Advisors, support client servicing, and provide portfolio analysis to determine appropriate investment strategies.
FurnitureManufacturingRetailWholesale
No H1B
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
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
Company data provided by crunchbase