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Our Story
Boston Hill Advisors is an independent, fee-only Wealth Management business located in North Andover. We presently manage over $1.
1 billion in assets for individuals, families, charities and small businesses. We specialize in financial planning, wealth management, and investment solutions and have been in business for 17 years.
In July 2023, Boston Hill Advisors partnered with Hightower.
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., we operate as a registered investment advisor (RIA).
What You'll Do
You are a successful Client Service Associate who excels in an evolving organization and performs at a high level under variable workloads.
You will handle recurring operational responsibilities for our clients and our team. And are familiar with all standard operating procedures and provide exceptional support to both clients and advisors.
Be a contact for clients, addressing inquiries and providing exceptional client service through phone, email, and in-person interactions.
Handle incoming calls and client reception.
Work with financial advisors to prepare and process account paperwork, including new account openings, account transfers, and account maintenance.
Become an expert in these matters.
Document in the CRM system.
What You'll Bring
What We Offer
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.
Last updated : 2024-04-27
Full Time
Business Services
$60k-78k (estimate)
04/29/2024
05/13/2024
hightoweradvisors.com
CHICAGO, IL
200 - 500
2007
Private
ELLIOTT WEISSBLUTH
$10M - $50M
Business Services
HighTower Advisors is a financial services firm that provides fiduciary financial planning, wealth management and investment services.
The job skills required for Client advisor include Client Service, Written Communication, Microsoft Office, Attention to Detail, Organizational Skills, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client advisor positions, which can be used as a reference in future career path planning. As a Client advisor, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client advisor. You can explore the career advancement for a Client advisor below and select your interested title to get hiring information.
If you are interested in becoming a Client Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Advisor for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Advisor job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Advisor jobs
A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.
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Step 3: View the best colleges and universities for Client Advisor.