Client Service Manager - Hightower Texas

Your Future Team
Hightower Texas is a leading wealth management firm in Houston, TX, providing a broad scope of personalized financial services, primarily to high-net-worth individuals and families. The company's distinct wealth management brand applies to a true fiduciary standard of care for individuals, families, and foundations. These services include investment strategy, financial planning, risk management, cash management and planning, foundation administration, estate planning, tax preparation and more.
Our firm is a group of team players working closely to achieve high impact results through shared objectives. We hold each other accountable for goals and support each other to provide our clients with a unique experience catered to their individual needs.

This is an in-office Monday - Friday position in our Houston office.

If you are a motivated and person with a passion for client service and the financial services industry, we encourage you to apply!

What You’ll Do

We seek a creative, organized, and proactive individual who communicates clear and concisely to assist with client services and general administrative tasks. You will report to the Managing Director/Partner. You need to be a service-oriented, team player who is willing to assist with and learn about different roles in the company.
• Provide customer service to clients and manage the administration of client financial accounts including financial transactions.
• Prioritize and organize workflows, and corroborate in all facets of operations
• Help set up new investment accounts – drafting emails, preparing customer welcome materials, account distributions, and other onboarding tasks
• Respond to questions regarding accounts and procedures
• Offer administrative and office management support to the team
• Coordinate current client and prospective client communications
• Help with data collection, data input, and presentations for financial planning
• Maintain client files within the Salesforce CRM system
• Assist with minor marketing-related functions
• Manage daily administrative tasks related to client communication and marketing efforts
• Maintain client records and files following regulatory requirements and company policies.
• Collaborate with custodian partners (Fidelity, Reliance) to ensure prompt and accurate processing of client transactions.

What You’ll Bring
• BA/BS degree
• 3+ years of experience in Financial Services (Including internships involving customer service or financial analysis)
• Experience using MS Office applications, such as Word, Excel, and PowerPoint
• Detail-focused to detail and adept at prioritizing and organize workflow
• Capable of thriving in dynamic and demanding settings
• Independent and initiate tasks
• Collaboration and team work, task prioritization, and client service skills
• Adept at thriving in a team environment
• Excellent verbal and written communication skills, with a commitment to providing exceptional client service
• Flexible and willing to perform other tasks as assigned
#LI-Onsite

What We Offer
• Great compensation package, based on experience
• Opportunities for professional growth
• Coverage on the first day of employment for medical, dental, and vision insurance
• Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
• 401k Matching Plan
• Paid Parental Leave
• Student Loan Assistance
• Pet Insurance

About Hightower
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 vision of "well-th. rebalanced." 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.

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 futu