Junior Client Service & Relations Associate - Altium Wealth Management
Hightower Advisors, Purchase, NY, United States
Junior Client Service & Relations Associate - Altium Wealth Management
Purchase, Harrison, NY 10577, USA
Job Description
Posted Friday, April 24, 2026 at 5:00 AM
Please note this position requires you to be in the office Monday-Friday
What You'll Do
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
What You'll Bring
Team player who shows a client first attitude
Adaptable to constant change
Attention to detail and strong follow up/follow through 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 corporate environment
Proficiency in MS Outlook and MS Word (Excel a plus)
Prior experience with CRM software, preferably Salesforce
What We Offer
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
Salary range- $65,000-$75,000 plus discretionary bonus (exact amount is dependent on experience)
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.
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Purchase, Harrison, NY 10577, USA
Job Description
Posted Friday, April 24, 2026 at 5:00 AM
Please note this position requires you to be in the office Monday-Friday
What You'll Do
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
What You'll Bring
Team player who shows a client first attitude
Adaptable to constant change
Attention to detail and strong follow up/follow through 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 corporate environment
Proficiency in MS Outlook and MS Word (Excel a plus)
Prior experience with CRM software, preferably Salesforce
What We Offer
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
Salary range- $65,000-$75,000 plus discretionary bonus (exact amount is dependent on experience)
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.
#J-18808-Ljbffr