Client Experience Associate - Hightower Signature Wealth

Job description

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., we operate as a registered investment advisor (RIA). The Role: We are looking to grow our Client Experience Team (CX) which supports our team by creating positive interactions for the public, clients, COIs, and Associates. The CX reports to the Managing Director, Head of Office. What You’ll Do: Office ‘Well-Being’ - Ensure the common areas are kept clean, supplies are stocked, packages have been shipped, etc. - Answer incoming client calls and first point of contact for all visitors - Coordinate and confirm client in-office and external meetings Surprise and Delight: - Organize client appreciation events: secure venues, catering, incidentals - Manage client gifts...