Client Portal Technology Associate

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). Your Future Team: Reporting to the Senior Manager, Client Portal & CRM Services, you will play a hands-on role in managing activities related to Hightower’s Client Portal. The ideal candidate will be a dedicated and service-oriented individual who will focus on providing a positive experience for our end users. You will partner with vendor resources and our internal team to ensure seamless operations and an excellent advisor experience. Additionally, you will contribute to process improvements and standardization What You’ll Do: Centralized Management: - Manage advisor practice service requests through centrali...