Senior Client Service Associate- 2/13 Strategic Partners

Our Story
2/13 Strategic Partners is a financial advisory team at Hightower, an advisor-owned financial services company. This team has been recognized by Forbes and Barron as one of the top wealth management teams in the Philadelphia area and has been recognized in the RIA Advisor Hall of Fame, Private Asset Management, and Financial Advisor Top RIA list.
2/13 Strategic Partners consists of 15 financial professionals located in Wayne, PA. The team serves approximately 350 families and has over $1.5 billion in client assets. This growth-focused team provides financial planning and wealth management services to corporate executives, business owners, and wealthy families. Visit our website here to learn more.
Our Core Values

• Shared vision: We are motivated through goals that support our strategic direction.
• Accountability: Everyone knows and owns what they need to do to contribute to the success of the firm.
• Collaborative: Your team will be committed to working together across multiple departments.
• Trust: We build trust through our shared experiences, integrity, and honest relationships.
• Professional growth: We are committed to learning from our experiences and continuing to build our expertise.

The Role:

• Prepare and process paperwork for client transactions, including opening new accounts, closing accounts, transferring assets, deposits, withdrawals, account title changes, address changes, and communicating the status of transactions to clients and Advisors.
• Provide ongoing client account maintenance (e.g., all money requests, checks, wires, ACHs, regular periodic transfers, transfer of securities amongst accounts, special accounts, ongoing special client instructions).
• Work with partners and team members to respond to client requests.
• Oversight of client onboarding process from start to finish including preparation of documentation establishing accounts; funding and getting client fully invested.
• Outreach to clients to express firm services, including their digital experience
• Use CRM platform to manage and document all workflows.
• Participate in projects and internal working groups to ensure the client's needs are represented in firm projects.
• Provide support for advisors by answering phones and responding to client requests.
• Support Advisors and the firm with operational tasks.

What You Bring to Us:

• Strong interpersonal skills: relationship builder; curiosity about people and their behaviors.
• Natural desire to be a problem solver.
• Anticipate challenges and address them.
• Take pride in your attention to detail.
• Ability to manage changing priorities in a day, and set expectations with others.
• 5+ years of experience in Word, Excel (can maintain complex spreadsheets), PowerPoint, Outlook, Adobe.
• Experience in Client Relationship Management system (Salesforce preferred).
• 5+ years of experience in custodian platform (Schwab preferred).
• 5+ years of experience in Financial Services desired, but not required.
• FINRA Securities licenses a plus.
• Bachelor's degree preferably in business, accounting, finance, economics, or related experience.

What We Offer

• Seasonal remote work options
• 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
• Student Loan Assistance
• Pet Insurance

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.