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About the Role

Altium Wealth is seeking a strategic professional to join its Client Service team. This role is crucial to the client experience and the organization's success, serving as a liaison between clients and advisors.

Responsibilities

• Serve as a liaison between clients and advisors, delivering quality service internally and externally.
• Coordinate and prepare for client meetings, including post-meeting documentation and follow-up.
• Schedule client meetings and send confirmation emails.
• Utilize applications such as Outlook, Salesforce, Schwab, TD, and Fidelity to obtain account information and manage client service requests.
• Handle client requests and tasks, ensuring client needs are met while adhering to compliance standards.
• Manage and ensure accuracy of client data within the CRM (Salesforce).
• Process and track insurance maintenance requests for client policies.
• Perform other assigned responsibilities.

Requirements

• Team player with a client-first attitude.
• Adaptable to constant change.
• Detail-oriented with strong follow-up and follow-through skills.
• Excellent customer-facing skills.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks thoughtfully and with organization, prioritizing as needed.
• Proactive in anticipating client requests.
• Ability to maintain composure and positivity under pressure in time-sensitive and complex situations.
• 1+ years of experience in Financial Services.
• 1+ years of experience maintaining client relationships and providing service in a corporate environment.
• Proficiency in MS Outlook and MS Word; Excel is a plus.
• Prior experience with CRM software, preferably Salesforce.
• Must be a U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization, with no future sponsorship requirements.

Skills

• Client Service
• Communication
• Organization
• Prioritization
• MS Outlook
• MS Word
• MS Excel
• Salesforce
• CRM Software

Location

• Office-based (Monday-Friday)

Work Type

• Full-time
• Onsite

Experience Level

• 1+ years

Salary/Compensations

• $65,000-$75,000 plus discretionary bonus

Benefits

• Medical insurance coverage from day one
• Dental insurance coverage from day one
• Vision insurance coverage from day one
• Paid parental leave (16 weeks for primary caregiver, 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

About the Company

• Founded in 2010, Altium believes that client wealth decisions are often compelled by a higher sense of purpose, aiming to empower clients to create their envisioned life.
• Founded in 2008, Hightower is a wealth management firm providing 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 community of independent wealth advisors to grow their businesses and help clients achieve their financial vision.
• Hightower is based in Chicago with advisors across the U.S. and 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.