Your Future Team
Private Vista is a financial planning and wealth management practice seeking a motivated and detail-oriented Client Service Associate to join our team. This role is critical in providing high-quality administrative, billing, investment, and client support services. If you have a passion for finance, a knack for meticulous administrative tasks, and a commitment to excellence in client service, we invite you to apply.
What You’ll Do
Administrative Support:
- Efficiently handle address changes, online account access setup, and account information updates.
- Prepare and dispatch paperwork for account openings, updates, and other miscellaneous requests, including electronic contributions to Individual 401 (k) s, mutual fund DTC transfers, and auto mortgage payments.
- Collaborate with third parties to update titles on external accounts.
Billing:
- Prepare and process billing documents, including PV AMA or Addendums.
- Enter client information into the CAS system as a KYC, ensuring accurate agreement data entry.
- Generate, send for signature, and upload documents for approval, maintaining a keen eye on the billing process for new accounts.
Investment Support:
- Assist in the opening of new accounts, account retitling, and setting up of account features such as margin and ACH.
- Handle ACATs, monitor transfers, and execute money movements, including ACH, wires, and checks.
- Manage correspondence with clients for document signings and approvals via DocuSign and email.
- Support the processing of alternative investment paperwork, check deposits, mutual fund dividend options, and account statement requests.
Client Interaction:
- Engage with clients to fulfill service requests, update account preferences, and ensure overall satisfaction with our services.
- Assist in managing annuities, investment reviews, and financial plan presentations.
What You’ll Bring
- Bachelor’s degree in Finance, Business Administration, or a related field.
- Previous experience in a client service role within a financial services or investment advisory firm is highly desirable.
- Proficiency in using financial software and systems, with a strong ability to learn and adapt to new technologies.
- Excellent organizational, communication, and interpersonal skills.
- A strong commitment to client confidentiality and ethical conduct.
What We Offer
- Coverage on the first day of employment for medical, dental, and 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
- Base salary of $60,000-$70,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
Our Story
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).
AN EQUAL OPPORTUNITY EMPLOYER: 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.
You are 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.