Junior Client Service & Relations Associate - Altium Wealth Management

Summary: Hightower Advisors is a wealth management firm dedicated to empowering clients to achieve their financial visions. They are seeking a Junior Client Service & Relations Associate to serve as a liaison between clients and advisors, ensuring quality service and effective communication while managing client data and requests. Responsibilities: - You will serve as a liaison between clients and advisors, delivering quality service both internally and externally - Coordination and preparation for client meetings, including post-meeting documentation and follow-up - Schedule meetings including confirmation emails - Use the group's different applications (Outlook, Salesforce, Schwab, TD, Fidelity) to obtain account information and complete/coordinate all aspects of client service and account maintenance requests - Field client requests and complete tasks, following through to make sure client's needs are met while following compliance standards - Manage client data within CRM (Salesforce) and monitor to ensure accuracy - Process and track insurance maintenance requests for client policies - Other responsibilities as may be assigned Required Qualifications: - Team player who shows a client first attitude - Adaptable to constant change - Attention to detail and strong follow up/follow through skills - Excellent customer-facing skills - Strong written and verbal communication skills - The ability to accomplish a variety of tasks in a thoughtful, organized manner and able to prioritize and re-prioritize throughout the day - Show strong aptitude to anticipate client requests - Maintain composure and remain positive under pressure even in time sensitive and complex situations - 1+ years of experience in Financial Services - 1+ years of experience maintaining client relationships and providing service in a corporate environment - Proficiency in MS Outlook and MS Word (Excel a plus) - Prior experience with CRM software, preferably Salesforce Required Skills: Financial Services, Client relationship management, MS Outlook, MS Word, Excel, Salesforce, CRM software 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, Discretionary bonus (exact amount is dependent on experience)