Top 74 Client services associate Jobs in Darien, Ct

Client Service and Operations Associate - Hightower Westchester
HighTower Advisors —Harrison, NY
- $85,000 - $95,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Marketing
- Paid parental leave
- Health savings account
Quick Apply
10d
FX PB Client Services Associate
National Westminster Bank PLC —Stamford, CT
- $40,248 - $56,820 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Disability insurance
- Health insurance
9d
Client Services Associate
Valitana LLC —Stamford, CT
- $100,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
4d
Client Success Associate
Realty Plans —Stamford, CT
- $22 an hour
- Full-time
- High school diploma or GED
- Computer skills
- Communication skills
- Paid time off
- Opportunities for advancement
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Associate, Client Service Operations
Bridgewater Associates —Westport, CT
- $135,000 - $200,000 a year
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
Client Engagement Associate
Freudigman & Billings, LLC —Westport, CT
- From $65,000 a year
- Full-time
- Background check
- Google Workspace
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
7d
Client Service Associate - Hightower Signature Wealth
HighTower Advisors —Westport, CT
- $85,000 - $100,000 a year
- Full-time
- Office
- US work authorization
- Financial services
- Paid parental leave
- Health savings account
Quick Apply
14d
Client Engagement Associate
Valitana LLC —Stamford, CT
- $85,000 - $105,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Client Associate
Bank of America —Fairfield, CT
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Success Specialist
Northeast Building and Home LLC —Bridgeport, CT
- $29.81 - $40.38 an hour
- Weekends as needed
- Background check
- Salesforce
- English
- Health savings account
- Health insurance
Quick Apply
Private Client Services Manager
Gallagher —Rye Brook, NY
- $84,000 - $140,500 a year
- High school diploma or GED
- Analysis skills
- Supervising experience
11d
Private Client Services Manager
Gallagher —Rye Brook, NY
- $65,500 - $127,500 a year
- High school diploma or GED
- Analysis skills
- Supervising experience
11d
Client Service Associate (Stamford, CT)
Oppenheimer & Co. Inc. —Stamford, CT
- 1 year
- Entry level
Quick Apply
12d
Registered Wealth Management Client Associate
Bank of America —Fairfield, CT
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
6d
Client Delivery Specialist - Associate
iCapital —Stamford, CT
- $75,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Dental insurance
- Paid time off
Private Client Group Support Associate
Bankwell Financial Group —New Canaan, CT
- Full-time
- Microsoft Excel
- Mid-level
- 3 years
Associate Director, Client Service
Bridgewater Associates —Westport, CT
- $350,000 - $650,000 a year
- Microsoft Outlook
- 5 years
- Office
Flex SMA Operations - Dedicated Client Service Associate
AQR —Greenwich, CT
- $100,000 - $115,000 a year
- Mid-level
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Private Client Associate
EPIC Brokers —Melville, NY
- $33.34 - $41.03 an hour
- Hybrid work
- Computer skills
- Communication skills
- Entry level
- Paid parental leave
- Paid holidays
Quick Apply
4d
J.P. Morgan Wealth Management - Private Client Investment Associate - Huntington, NY
JPMorganChase —Huntington, NY
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement

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Client Service and Operations Associate - Hightower Westchester

HighTower Advisors -
Harrison, NY

Quick Apply

Job Details

Full-time
$85,000 - $95,000 a year
10 days ago

Benefits

Paid parental leave
Health savings account
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
401(k) matching
Loan assistance
Pet insurance

Qualifications

Office supply management
Customer records maintenance
Investment advisory support
Microsoft Excel
Office activity coordination
Microsoft Outlook
Business travel arrangements
Bachelor's degree in communications
Account maintenance
Financial transaction processing
Phone communication
Marketing
Expense management
Bachelor of Science
Bachelor's degree in business
Improving operational efficiency
3 years
Meeting scheduling
Managing clients in a customer support role
Bachelor's degree in marketing
Salesforce Cloud
Bachelor's degree
Managing clients in a finance role
Task prioritization
Client services
Investment account customer support
Office supply ordering
Vendor communication
Project task coordination
Communications

Full Job Description

Your Future Team
Hightower Westchester is a fast-paced, thriving financial advisory practice based in Harrison, New York. We are a client-centric team that provides a holistic approach to wealth management. We're searching for a director of operations and client service who naturally has a “do what it takes” attitude to support a seasoned team while providing a quality experience our clients have come to expect. You will report to the Managing Directors.

The Client Service and Operations Associate is a strategic team member responsible for integrating operational efficiency and client service. You will support long-term growth and sustainability. This is an in-office position.

Characteristics you will need to be successful in this role:

Adaptable. You are comfortable working in a fast-paced environment.
Agile. You maintain composure and remain positive under pressure.
Team player. You love collaborating and sharing ideas. You trust your teammates, and support.
Clear communicator. You are great at getting and giving respectful and productive feedback to clients and colleagues.
Organized. You create clear and logical processes to support your work and that of the organization.

What You'll Do

Timely, consistent, and accurate completion of operational tasks, activities and workflows including account services and transaction processing
Field client requests and complete tasks, following through to ensure our client's needs are met while following compliance standards
Ensure the prospect and client experience is performed as designed by managing and following the prospect and client timelines, and completing multi-step tasks
Work with our custodian (Fidelity) to open accounts, obtain account information and complete service requests
Opening and updating separately managed accounts
Preparing subscription documents for alternative investments
Document and update contact information, status updates, and other important information within the CRM database. (Salesforce)
First contact for clients and visitors in the office and by phone demonstrating high levels of meaningful engagement
Scheduling meetings and travel
Light office management including using Concur (expense management), resolving vendor and IT issues, ordering office supplies
Opportunity to learn different functions within the practice by supporting multiple roles
Assist Marketing with client events and client gifts
Assist the team in operational, administrative, and marketing functions

What You'll Bring

Team player and a “client first” attitude
BA/BS degree preferred in Business/Marketing/Communications or related field
Strong Microsoft Office and Outlook competency with an emphasis on Excel
Salesforce experience a plus
Process-driven tasking and follow up skills
Excellent client-facing skills
Strong written and verbal communication skills
The ability to accomplish a variety of tasks in a detailed, efficient, and organized manner
3 or more years of experience with Financial Service and or Client Service
Series 65. If not licensed it must be achieved within 6 months of hire. Other licenses may be required over time

What We Offer

Annual base salary range of $85,000-$95,000 based on qualifications and experience
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)
Flexible PTO plan
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance

Hightower’s Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 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).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

#LI-Onsite

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Refine Your Search

client services associate jobs in darien, ct

Client Service and Operations Associate - Hightower Westchester

FX PB Client Services Associate

Client Services Associate

Client Success Associate

Associate, Client Service Operations

Client Engagement Associate

Client Service Associate - Hightower Signature Wealth

Client Engagement Associate

Wealth Management Client Associate

Client Success Specialist

Private Client Services Manager

Private Client Services Manager

Client Service Associate (Stamford, CT)

Registered Wealth Management Client Associate

Client Delivery Specialist - Associate

Private Client Group Support Associate

Associate Director, Client Service

Flex SMA Operations - Dedicated Client Service Associate

Private Client Associate

J.P. Morgan Wealth Management - Private Client Investment Associate - Huntington, NY

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