Senior Client Service Associate- Treasury Partners
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Key details
- Salary
- $100K–$110K/yr
- Location
- New York City, NY, United States
- Work style
- Onsite
- Level
- Senior
- Experience
- 3–5 yrs
- Function
- Customer success & Support
- Focus area
- other
- Visa sponsorship
- No visa sponsorship
- Posted
- 11h ago
Skills
account openingasset allocationbusiness developmentcash managementexcelmicrosoft officemicrosoft wordportfolio analysispowerpointrelationship managementsalesforceseries 7
About the role
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.
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.