Senior Client Service Associate- Altium Wealth Management

Your Future TeamDo you grow in a warm and positive environment where there is a clearly defined process and your role requires someone with a friendly and approachable style? Are you naturally efficient and able to juggle multiple tasks simultaneously while maintaining accuracy and follow through? Do want to begin a career in the wealth management industry?Founded in 2010, Altium believes that our clients wealth decisions are often compelled by a higher sense of purpose. Our mission far exceeds wealth generation: we want to empower our clients to create the life that they envision for themselves, their families, and their communities.Altium Wealth is looking for a professional to join our growing Client Service team. Our client Service team directly impacts our client experience and is important to the success of the organization.Please note this position requires you to be in the office Monday-FridayWhat You'll DoLiaison between clients and advisors and expected to deliver white glove service both internally and externallyCoordination and preparation for client meetings, including post-meeting documentation and follow upSchedule meetings including confirmation emailsUse 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 requestsField client requests and complete tasks, following through to make sure client's needs are met while following compliance standardsManage client data within CRM (Salesforce) and monitor to ensure accuracyProcess and track insurance maintenance requests for client policiesOther responsibilities as may be assignedWhat You'll BringTeam player who shows a client first attitudeAdaptable to constant changeAttention to detail and strong follow up/follow through skillsExcellent customer-facing skillsStrong written and verbal communication skillsThe ability to accomplish a variety of tasks in a thoughtful, organized manner and able to prioritize and re-prioritize throughout the dayShow strong aptitude to anticipate client requestsMaintain composure and remain positive under pressure even in time sensitive and complex situations4+ years of experience in Financial Services 4+ years of experience maintaining client relationships and providing service in a corporate environmentProficiency in MS Outlook and MS Word (Excel a plus)Prior experience with CRM software, preferably SalesforceWhat We OfferCoverage on the first day of employment for medical, dental, and vision insurancePaid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)401k matching planHSA employer contributionsStudent loan assistancePet insuranceHightower'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, 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 vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon 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.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.