Hightower is Hiring a Client Service Associate - Teak Tree Capital Management Near Fort Worth, TX
Who We AreTeak Tree Capital Management is a boutique financial planning and wealth management firm. We are a happy, collaborative, and close-knit workplace “family” that strives to provide the best financial planning and service experience for each of our clients. We are hiring a part-time Client Service Associate that will meaningfully contribute to our everyday business process. You will work an average of 20-25 hours per week and report to the Principal. #LI-OnsiteWhat You’ll DoAct as a point of contact for clients, promptly addressing inquiries and troubleshooting issues by phone, by email, and in person.Help onboard new clients, completing all necessary documentation.Coordinate with financial advisors, helping prepare for meetings and answering client requests.Oversee the administrative aspects of all new and existing client accounts.Provide an overall outstanding client experience using thorough communication and proactive administration.What You’ll BringGreat attitude a must!Associate or bachelor’s degree preferred.Familiarity with Microsoft Office preferred.Excellent verbal and written communication skills.Self-starter and detail oriented.Ability to work independently and as a team-player in a collaborative environment.1 or more years of related client service experience.About HightowerFounded 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.