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Client Service/Operations Associate - RDM Financial Group

Company: HighTower Advisors
Location: Westport
Posted on: June 18, 2022

Job Description:

Our 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).

Your Future Team

At RDM Financial Group, we offer a concierge-level financial planning experience: a personalized, purpose-driven client-advisor relationship designed to add value to each of our client's overall planning processes. Our desire is to create better financial outcomes by managing each client's financial life, helping them make better financial decisions while delivering a positive client experience.

  • Adaptable. You have the instinctive need to achieve objectives despite the hurdles that may come along the way. You are comfortable working in a fast-paced environment and adjusting to dynamic change.
  • Agile. You are comfortable navigating ambiguity and working with competing priorities. You maintain composure and remain positive under pressure even in complex situations.
  • Team player. You love collaborating and sharing ideas. You're ready to roll up your sleeves, trust your teammates, and support as needed.
  • Clear Communicator. You communicate clearly and concisely. You are great at getting and giving respectful and productive feedback to clients and colleagues.
  • Highly Organized. You know how to manage multiple projects and prioritize appropriately. You create clear and logical systems and processes to support your work and that of the organization.What You'll Do

    We are seeking a successful Client Service Associate who is a multi-tasker at heart, with strong communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization. Our ideal candidate is coachable, has a willingness to learn, and consistently performs at a high level under variable workloads. As a rapidly growing company, opportunities for internal growth and career development are plentiful.

    • Provide top quality service to clients and for complete administration of client financial accounts and associated money movement
    • Prioritize and organize workflow, as well as corroborate all facets of the operation and administration of client accounts
    • Prepare key documents and PowerPoint-based presentations for client meetings
    • Set up new investment accounts - drafting letters, preparing customer welcome packets, initial trust distributions, and other trust installation tasks
    • Respond to questions regarding accounts, policies, and procedures
    • Review daily activity and reconcile current client activity, fund transfers, and previous day's activity to ensure accuracy
    • Process client requests (wires, checks, journals, etc.)
    • Offer administrative and office management support to the team
    • Assist with establishing online access for statements, confirms, proxy materials, and other services
    • Complete necessary filing and maintain client filesWhat You'll Bring

      • Strong interpersonal skills and an innate ability to build immediate rapport with personnel and clients.
      • Solid understanding of advisor needs; experience in delivering client-focused solutions.
      • Demonstrable experience in developing efficient strategies to "power" complex and diverse advisor practices.
      • Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level.
      • 1-3 years of experience in Financial Services
      • Previous work experience, including internships involving customer service or financial analysis, is preferred.
      • BA/BS degree in finance or related field preferred
      • Experience in MS Office applications, such as Word, Excel, PowerPoint, etc.
      • Experience in Fidelity Wealthscape, Tamarac Rebalancer
      • Detail-oriented with the ability to prioritize and organize workflow
      • Ability to work in a fast-paced, high-intensity work environment
      • Ability to acquire a working knowledge of the portfolio of accounts
      • Self-starter and able to work independently
      • Superior interpersonal, organizational, and client service skills
      • Ability to work effectively in a team environment
      • Flexible and willing to perform other tasks as assigned
      • Series 7/66 or 63/65 preferredWhat We Offer
        • Coverage on the first day of employment for medical, dental, and vision insurance
        • 401k Matching Plan
        • Paid Parental Leave
        • Student Loan Assistance
        • Pet Insurance
        • Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)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.

          Hightower requires proof of COVID-19 vaccination for all employees. Reasonable accommodations will be considered and reviewed for approval.

Keywords: HighTower Advisors, Westport , Client Service/Operations Associate - RDM Financial Group, Accounting, Auditing , Westport, Connecticut

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