Associate - Natoma Wealth

Your Future Team

Founded in 2014, Natoma Wealth is an independent registered investment advisory practice that offers financial advice and planning and discretionary investment management to successful individuals, families, and businesses.

The Client Service Associate is a vital client-facing role responsible for supporting, managing, and maintaining relationships with clients, ensuring their satisfaction, and resolving any issues or concerns that may arise. This requires a service-first attitude, and the ability to handle complex situations. The Client Service Associate must demonstrate a passionate commitment to working as a team to serve clients. You will have to adequately communicate with colleagues, high-net-worth clients, and their business partners. Our commitment to providing employees with the best opportunities for growth and development, paired with your drive for career achievement, will provide you with the necessary experience and knowledge you will need to be successful in this role.
Please note- this person is expected to be in the office Monday- Friday

What You'll Do

• Execution of complex client service tasks including new client onboarding and new account openings.
• Identify and resolve issues and concerns raised by clients, working closely with other team members to find solutions.
• Process all cashiering functions by managing all aspects of money movement (gifting, journals, wires, ACAT/DTC transfers, RMDs, tax payments, etc.).
• Research and resolve 'Not In Good Order' alerts from Custodian.
• Maintain CRM database to ensure data is correct and consistent.
• Recommend ways in which to improve and streamline workflow which will generate higher level of customer satisfaction.
• Provide integral support for the Client Service Team and Wealth Managers.
• Support other sections within the organization and perform special projects as needed

What You'll Bring

• Bachelor's degree.
• 3+ years of experience in a customer service or account management role.
• Operational excellence, achieve and sustain a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary) are integrated into day-to-day activities.
• An appetite for continuous improvement.
• Problem-solving by anticipating obstacles, developing plans to overcome them, and finding ways to improve.
• A certain degree of creativity and latitude is required.
• Strong problem-solving and conflict-resolution abilities.
• Proficient in Microsoft Office and other industry technologies such as CRM, task management, and performance reporting.

What We Offer

• Annual salary is $50,000 - $70,000

Hightower 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., we operate 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.