Senior Client Service Associate- Treasury Partners

Your Future Team

Treasury Partners operates as a business unit within Hightower Advisors, established in 1988. Treasury Partners provides investment services to corporations, endowments, foundations, and wealthy families. These services include comprehensive wealth management, customized portfolio reporting, and development of investment guidelines and strategies. As of June 30th, 2025 the group consists of 31 investment professionals located in New York City and services over 300 clients globally with over $22 billion in client assets. Treasury Partners has been listed on Barron's Top 100 Financial Advisors since 2005. As a growing company, opportunities for internal growth and career development are plentiful.

What You’ll Do

Partner with Financial Advisors to support their business and provide important functions such as account opening and maintenance, asset allocation, portfolio implementation, strategic planning and operational support

Work directly with clients in all aspects of client servicing with the ability to developing relationships

Provide portfolio analysis for clients/prospects to determine appropriate investment strategies

Partner with teammates to provide quality client service

Work with senior professionals to fuel career success

What You’ll Bring

BA/BS degree

3-5+ years client service experience

Knowledge of Salesforce, Pershing Netx360, Fidelity Weathscape, Envestnet a plus

Series 7 & 66 is required

Interest in becoming a CFP

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 $100,000-$110,000 a year 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 financial vision. 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.