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

Serve as a key partner to Financial Advisors in supporting high-net-worth individuals, families, foundations, and institutional clients

Build and maintain meaningful client relationships by delivering exceptional service and acting as a trusted point of contact for day-to-day client needs

Support all aspects of the client experience, including account opening and maintenance, cash management, operational requests, service inquiries, and ongoing relationship management

Conduct portfolio analysis and investment research to evaluate client portfolios and support customized investment recommendations

Assist with asset allocation reviews, portfolio implementation, rebalancing activities, and investment reporting

Prepare client meeting materials, investment proposals, portfolio reviews, and strategic planning presentations

Coordinate across custodians, clients, advisors, and internal business partners to ensure timely execution of client requests and investment initiatives

Support business development efforts through prospective client analyses, portfolio reviews, and presentation preparation

Maintain accurate client records and ensure adherence to regulatory, compliance, and operational requirements

Partner with senior professionals to gain exposure to all facets of wealth management, investment advisory services, and financial planning

What You'll Bring

Bachelor's degree required

3 to 5+ years of experience in wealth management, investment management, financial services, private banking, or a client-facing advisory support role

Series 7 and Series 66 licenses required

Strong interest in investment management, financial planning, and building a long-term career in wealth management

CFP® designation or demonstrated commitment to pursuing the CFP® certification

Experience working with affluent or high-net-worth clients preferred

Familiarity with Salesforce, Pershing NetX360, Fidelity Wealthscape, Envestnet, or similar wealth management platforms

Strong analytical capabilities with the ability to interpret investment and portfolio data

Exceptional client service, relationship management, and communication skills

High attention to detail and ability to manage multiple priorities in a fast-paced environment

Strong organizational skills, professional judgment, and commitment to excellence

Advanced proficiency in Microsoft Office Suite, including Excel, PowerPoint, and Word

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.