Founded on principles that form the bedrock of our firm today, Altium Wealth was born from the desire to be of uncommon service to our clients. In order to provide high quality service, we need a resourceful team. We are growing and are excited to talk to you about a career at Altium Wealth.
Founded in 2010, Altium believes that our clients wealth decisions are often compelled by a higher sense of purpose. Our mission far exceeds wealth generation: we want to empower our clients to create the life that they envision for themselves, their families, and their communities.
Altium Wealth is looking for a dynamic professional to join our growing Client Service team. Our client Service team directly impacts our client experience and is important to the success of the organization.
Please note - this person would be expected to be in the office every day.
Liaison between clients and advisors and expected to deliver remarkable service both externally and internally
Coordination and preparation for client meetings, including post-meeting documentation and follow ups
Schedule meetings including confirmation emails
Use the group’s different applications (Outlook, Salesforce, Schwab, TD, Fidelity) to obtain account information and complete/coordinate all aspects of client service and account maintenance requests
Field client requests and complete tasks, following through to make sure client’s needs are met while following compliance standards
Manage client data within CRM (Salesforce) and monitor to ensure accuracy
Process and track insurance maintenance requests for client policies
Other responsibilities as may be assigned
Team player who shows a client first attitude
Adaptable to constant change
Attention to detail and strong follow up/follow through skills
Excellent customer-facing skills
Strong written and verbal communication skills
The ability to accomplish a variety of tasks in a thoughtful, organized manner and able to prioritize and re-prioritize throughout the day
Show strong aptitude to anticipate client requests
Maintain composure and remain positive under pressure even in time sensitive and complex situations
Preferably a Minimum 5-year experience with Financial Services and/or Client Service
BA/BS degree preferred
Proficiency in MS Outlook and MS Word (Excel a plus)
Prior experience with CRM software, preferably Salesforce
Coverage on the first day of employment for medical, dental, and vision insurance
401k Matching Plan
Paid Parental Leave
Student Loan Assistance
Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
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.