Client Service Associate - 6 Meridian

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 vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

Our commitment to our culture is demonstrated every day through the Hightower Way. By joining Hightower, you will build a community of inclusive relationships, take proactive ownership, embrace others' perspectives, and have an uncompromising dedication to excellence.

Your Future Team

6 Meridian is a Wichita, KS-based registered investment firm founded in 2016. In 2021, 6 Meridian entered into a partnership agreement with Hightower, a move that provided 6 Meridian with resources for business acceleration, talent development, and operational infrastructure to continue their strong, steady growth. Our 30 professionals have worked together for decades, serving over 800 households and advising on approx. $2.6 billion of assets. In addition to investment management, 6 Meridian also provides wealth advisory services to high-net-worth individuals and institutions. Our mission is clear: innovate based on our clients' needs and deliver investment options that are transparent, efficient, and at the forefront of the financial services industry.

What You'll Do

The Client Service Associate works directly with clients and collaborates with the service team and advisors to deliver exceptional client service. Our ideal candidate will have strong communication, interpersonal, and time-management skills, with industry experience and a heart for service. Trust is a cornerstone of client relationships. The ideal candidate should be trustworthy, ethical, and able to handle sensitive financial information with the utmost confidentiality. You will be responsible for:

• Onboarding new client relationships by processing client data into new account forms, ensuring completeness and accuracy, and entering data into the CRM.
• Supporting clients and advisors in providing account information, processing forms, and maintaining records in a timely manner
• Being proactive in resolving clients' issues and concerns in a professional and pleasant manner
• Maintaining a professional rapport with clients via phone support, correspondence, and CRM notes
• Obtaining comfort and proficiency with the firm's software, including client relationship management (CRM), DocuSign, MS Office suite, and custodial platforms
• Comply with and become well-versed in industry rules and regulations and firm policies

What You'll Bring

• Experience collecting required information, processing forms, and maintaining accurate data
• Confidence in handling phone calls and speaking to clients
• Superior interpersonal and client service skills
• Strong attention to detail, accuracy, and organization
• Preferred: 2 years of industry experience
• Eagerness to work in a growing firm and fast-paced environment

What We Offer

• Coverage on the first day of employment for Medical, Dental, and Vision insurance
• Paid Parental Leave (16 weeks for the primary caregiver and 8 weeks for the secondary caregiver)
• Possible hybrid model work schedule based on performance
• 401k Matching Plan
• HSA Employer Contributions
• Student Loan Assistance
• Pet Insurance

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.