The FirmBluerock Wealth Management is a fiduciary fee-only firm. Our comprehensive approach covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation. We employ a holistic, data-driven and inclusive approach.The RoleWe are looking for a Client Service Associate to provide support to the office and financial advisors. You are a proactive learner, who performs at a high level under variable workloads, and has a passion for making a positive impact on client's lives. As a growing company, opportunities for internal growth and career development are plentiful. You will report to the Chief Operating Officer. #LI-OnsiteWhat You'll DoWork with the wealth management team to service a group of client relationships and facilitate the onboarding of new client relationships. This encompasses the following: Oversee a schedule of client reviews, along with Wealth Manager/Wealth Planner, and reaching out to clients to coordinate meetings.Complete relevant items for client review meetings, including meeting preparation and following-up on action items resulting from meetingsOnboard new clients and support existing clients, including account openings, all aspects of money movements (journals, wires, ACAT/DTC transfers, RMD’s, etc) Gather and organize client financial information from statements, tax returns, insurance policies, and estate plans, to create and implement customized financial plan recommendations for our clientsCollaborate with investment team regarding investment related tasks Maintain CRM database to ensure data is correct Respond to client service requests Continue to expand knowledge across all departments of financial planning, including investments, education planning, insurance, tax, retirement analysis and estate planningAchieve proficiency in relevant technologies including eMoney Financial Planning software, Black Diamond performance reporting platform, Salesforce, Fidelity's Wealthscape platform and Schwab Advisor Services platform What You’ll BringBachelor’s DegreeExcellent attention to detailStrong written and verbal communication skillsAbility to work independently and organize workflowExperience in MS Office applications, such as Word, Excel, PowerPointSocial media and marketing experience a plus1-2 years of professional related work experienceWhat We OfferCoverage on the first day of employment for medical, dental, and vision insurance401k Matching PlanPaid Parental LeaveStudent Loan AssistancePet InsuranceFlexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)Work/life Balance: Vacation time, flexible scheduleCareer Path OpportunitiesHightower Advisors - Our StoryFounded 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 future.