What are the responsibilities and job description for the Client Experience Associate - Hightower Signature Wealth position at HighTower Advisors?
Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
The Role:
We are looking to grow our Client Experience Team (CX) which supports our team by creating positive interactions for the public, clients, COIs, and Associates. The CX reports to the Managing Director, Head of Office.
What You’ll Do:
Office ‘Well-Being’
Soft skills
We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports your goals. By being flexible today and in the future, you don’t need to feel locked into a fixed path or role.
We believe the foundation of an extraordinary, high-performing, team is one in which each individual team member is permitted, encouraged, and supported to manage and develop their unique gifts and strengths. When combined with teammate’s unique gifts and strengths, the ensemble team is formed. It is in this way that when the individual team members succeed, the team succeeds, the client succeeds, and the community at large succeeds. We do not view these as mutually exclusive.
We provide:
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.
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
The Role:
We are looking to grow our Client Experience Team (CX) which supports our team by creating positive interactions for the public, clients, COIs, and Associates. The CX reports to the Managing Director, Head of Office.
What You’ll Do:
Office ‘Well-Being’
- Ensure the common areas are kept clean, supplies are stocked, packages have been shipped, etc.
- Answer incoming client calls and first point of contact for all visitors
- Coordinate and confirm client in-office and external meetings
- Organize client appreciation events: secure venues, catering, incidentals
- Manage client gifts and holiday card mailings
- Ensure and expand brand integrity through client satisfaction and expectation setting
- Coordinate marketing efforts: print, digital and social media
- Distribute and track monthly client and prospect email communications
- Partner with Hightower corporate marketing and compliance teams for opportunities and best practices.
Soft skills
- Attention to detail and managing projects
- Ability to adapt, pivot, and learn
- Enthusiasm, fun, and frivolity in building rapport
- Experience with Microsoft Office
- Proficiency with standard office equipment: copy/scan, webcam
- Ability to learn specialized software with support and guidance
- Communication, engagement, and feedback
- Participation, ownership, and accountability
- Passion, enthusiasm, and earnest joyfulness
We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports your goals. By being flexible today and in the future, you don’t need to feel locked into a fixed path or role.
We believe the foundation of an extraordinary, high-performing, team is one in which each individual team member is permitted, encouraged, and supported to manage and develop their unique gifts and strengths. When combined with teammate’s unique gifts and strengths, the ensemble team is formed. It is in this way that when the individual team members succeed, the team succeeds, the client succeeds, and the community at large succeeds. We do not view these as mutually exclusive.
We provide:
- Annual, written compensation plans, developed alongside you, that outline the steps for your career progression, and team goals and metrics so you understand how you get compensated and grow over time
- On-the-job training
- Resources for career development
- Support for continuous learning
- Mentorship
- 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)
- PTO plan
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
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.