Your Future TeamHightower 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
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