Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

LCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth clients. This Barron’s and Forbes ranked team provides financial services primarily to high-net-worth individuals and families, including financial planning, investment strategy and implementation. We are seeking a proactive, high-energy client service associate who thrives in an entrepreneurial environment and is motivated to build, lead, and scale best-in-class client service and operational processes.

Responsibilities

Ensure accuracy and timeliness across operational tasks including account onboarding, account maintenance, cash movement, beneficiary updates, tuition payments, RMDs, and charitable donations.
Assist advisors in preparing financial data, portfolio information, investment data, and paperwork.
Manage and complete client requests accurately and in a timely manner, ensuring client needs are met while adhering to compliance standards.
Prepare reports and supporting materials for prospect and client meetings, including post-meeting documentation.
Serve as the first point of contact for clients, consistently demonstrating elevated levels of meaningful engagement.
Gain experience in different functions within the team by supporting multiple roles.

Requirements

BA/BS degree required.
3+ years of client service experience in the financial services industry.
Exceptional proficiency in both written and spoken communication.
Ability to accomplish a variety of tasks in a detailed, efficient, and organized manner.
Team player with exceptional diligence and a client-first attitude.
Knowledge of Salesforce, Microsoft Office tools, Fidelity Wealthscape, and Emoney.
Series 7 and 66 licenses are required.
Must be 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.

Skills

Finance
Cash flow planning
Investment basics
Client service
Salesforce
Microsoft Office tools
Fidelity Wealthscape
Emoney

Location

Remote

Work Type

Full-time

Experience Level

3+ Years

Education Level

BA/BS degree

Salary/Compensations

$100,000 - $115,000 plus discretionary bonus

Benefits

Medical insurance
Dental insurance
Vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance

About the Company

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).

Equal Opportunity

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.