What are the responsibilities and job description for the Client Experience Associate - Fairport Wealth position at Hightower Advisors?
Your Future Team
Fairport Wealth joined Hightower Advisors in 2017. With roots dating back to 1963, Fairport Wealth is an investment advisor that INSPIRES FAMILIES by providing comprehensive wealth management solutions to high net worth individuals. Our team of credentialed professionals, including CPAs, CFP® certificants and CFA® charterholders have experience guiding corporate executives, business owners and women of wealth. We help our clients with life's transitions including succession, retirement and liquidity planning, marital/partnership changes or loss of a spouse. Our clients value our depth of talent and experience, along with our collaborative and approachable style.
The Role
Fairport Wealth is looking for a warm, detail-oriented professional to join our client service team of a growing practice. This role is ideal for someone who excels in a client-facing environment and is eager to learn the inner workings of a busy wealth management practice. As the first contact for visitors and callers, you'll help create a welcoming and professional atmosphere. You'll also support internal operations, assist with client service tasks, and contribute to marketing and executive support projects. No prior industry experience is required — just a passion for service and a willingness to grow. You will report to the Managing Director.
What You'll Do
Client Experience & Front Desk:
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 financial vision. Based in Chicago with advisors across the U.S., the firm operates 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.
Fairport Wealth joined Hightower Advisors in 2017. With roots dating back to 1963, Fairport Wealth is an investment advisor that INSPIRES FAMILIES by providing comprehensive wealth management solutions to high net worth individuals. Our team of credentialed professionals, including CPAs, CFP® certificants and CFA® charterholders have experience guiding corporate executives, business owners and women of wealth. We help our clients with life's transitions including succession, retirement and liquidity planning, marital/partnership changes or loss of a spouse. Our clients value our depth of talent and experience, along with our collaborative and approachable style.
The Role
Fairport Wealth is looking for a warm, detail-oriented professional to join our client service team of a growing practice. This role is ideal for someone who excels in a client-facing environment and is eager to learn the inner workings of a busy wealth management practice. As the first contact for visitors and callers, you'll help create a welcoming and professional atmosphere. You'll also support internal operations, assist with client service tasks, and contribute to marketing and executive support projects. No prior industry experience is required — just a passion for service and a willingness to grow. You will report to the Managing Director.
What You'll Do
Client Experience & Front Desk:
- Greet and welcome all visitors to the office
- Schedule and facilitate client office visits
- Maintain a clean and presentable reception area
- Answer and direct incoming phone calls
- Help with purchase and approval of client gifts
- Provide support to the Growth & Marketing team
- Set up and break down in-office meetings
- Handle incoming and outgoing mail
- Manage FedEx account and office supply inventory
- Load/unload dishwasher and maintain common areas
- Be the primary liaison with building management
- Administrative & Client Support
- Provide executive support to Management Team
- Scan and route incoming checks
- Log and scan client custodial statements
- Experience delivering white glove client experiences
- Prior experience in client-facing or administrative roles
- Strong attention to detail and organizational skills
- High school diploma or equivalent
- Proficiency in Microsoft Office Suite
- Ability to thrive in a fast-paced, team-oriented environment
- Excellent written and verbal communication skills
- Growth mindset
- A friendly, professional demeanor and eagerness to learn
- Annual base salary of $50,000-$55,000 based on qualifications and experience
- 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 PTO Plan
- Flexible Benefits (FSA, Pretax transportation, HSA Employer Contributions)
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 financial vision. Based in Chicago with advisors across the U.S., the firm operates 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.
Salary : $50,000 - $55,000