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Private Wealth Associate

Company: HighTower Advisors
Location: San Diego
Posted on: January 15, 2022

Job Description:

The Firm

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 vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

Crest Capital Advisors, a member of the Hightower community, is a San Diego based RIA managing $2B for a collection of Ultra High Net Worth families delivering Family Office solutions.

The Role

We are seeking a successful Private Wealth Associate who is a multi-tasker at heart, with strong communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization. Our ideal candidate is coachable, has a willingness to learn, and consistently performs at a high level under variable workloads. As a rapidly growing company, opportunities for internal growth and career development are plentiful.

Responsibilities

  • Provide white glove level of service to clients, delivering administration of client financial accounts and associated money movement
  • Prioritize and organize workflow, and collaborate on all facets of the operation and administration of client accounts
  • Onboard new client accounts through collection of client information and necessary documentation
  • Establish new investment accounts - drafting letters, preparing customer welcome packets
  • Respond to questions regarding accounts, policies and procedures
  • Review daily activity and reconcile current client activity, fund transfers and previous day activities to ensure accuracy
  • Process client requests (wires, checks, journals, etc.)
  • Assist clients with establishing online access for statements and confirms
  • Maintain client files
  • Prepare investment subscription agreements
  • Facilitate capital calls and hedge fund purchases
  • Review private equity capital accounts statements and update in performance reporting systemRequired Skills/Experience
    • 3-5 years of experience in Financial Services
    • 1-3 years of experience in customer service
    • Ability to interact with clients in person and over the phone in a professional manner
    • BA/BS degree in business, finance or related field preferred
    • Experience in MS Office applications, such as Word, Excel, and Outlook
    • Detail-oriented with ability to prioritize and organize workflow
    • Ability to work in a fast-paced, high-intensity work environment
    • Ability to acquire a working knowledge of the portfolio of accounts
    • Self-starter and able to work independently
    • High level interpersonal, organizational and client service skills
    • Ability to work effectively in a team environment
    • Flexible and willing to perform other tasks as assigned
    • Series 7/66 or 63/65 preferred
    • Relocation is not offered for this opportunity

Keywords: HighTower Advisors, San Diego , Private Wealth Associate, Other , San Diego, California

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