The Firm Schultz Collins is a non-discretionary investment advisor registered with the SEC through Hightower Advisors, LLC and located in the Orinda, California. As a non-discretionary advisor serving clients around the …
Chapel Hill, North Carolina, United States · On-site
Mid level$645M raised
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$100k–$160k/yr
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Entry level$645M raised
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$55k/yr
Mid level$645M raised
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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 …
The Client Service Associate will support advisors by managing client accounts, preparing deliverables, and facilitating the onboarding and offboarding processes. They will also assist the trading department with trade tracking and cash flow administration while maintaining office operations and database records.
Requirements
Candidates must have a working knowledge of financial accounts, documents, and technology platforms such as Salesforce and Black Diamond. The role requires a detail-oriented individual capable of working effectively in a fast-paced, team-oriented environment.
Full job description
The Firm
Schultz Collins is a non-discretionary investment advisor registered with the SEC through Hightower Advisors, LLC and located in the Orinda, California. As a non-discretionary advisor serving clients around the United States, we provide analysis on securities, portfolios and selective estate planning subjects; then work side-by-side with our clients to assist in the decision-making process. Where appropriate, we execute those decisions on their behalf. We rigorously adhere to the fiduciary standard and are nationally known for our deep knowledge and experience with fiduciary issues. As fiduciaries, we are legally and ethically obliged to act in the client's best interest. We started serving clients in 1995 and, as of 2026, we provide advice on approximately $1.7 billion in client assets.
The Role
We are seeking a Client Service Associate who enjoys being part of a tight-knit team, working with clients, can navigate multiple technology platforms and databases, can understand and explain forms and documents, is organized, a clear communicator, an effective multi-tasker, and can assist with several projects at once. This position requires someone who will be comfortable reaching out to clients and advisors when items need to be addressed, and wearing many different hats.
What You’ll Do
Help clients with paperwork and technology needed to provide service
Support our advisors by setting up client accounts, preparing client deliverables, and addressing client inquiries
Help onboard new clients and offboarding terminated clients by preparing client files, setting up file structures, gathering documents and inputting information into database systems
Prioritize and organize workflow, and corroborate all facets of the operation of client accounts
Work with the trading department through the entire trading process, including tracking trades, reviewing trades, administering client cash flows, troubleshooting errors, and maintaining the trading system
Some basic invoicing and billing to support our accounting department
Review and process vendor invoices and employee expense reports
Monitor the progress of a variety of projects (client trades, outgoing articles, video production, client onboarding, etc.) and help resolve any issues that may arise
Help deliver client communications and help implement marketing plans
Support administrative tasks and office support, including answering phone calls, monitoring email addresses, maintaining database records, scheduling client events, and sorting, filing, printing, binding, or mailing of documents
What You’ll Bring
Working knowledge of financial accounts, documents, forms, and several technology platforms
The ability to work in a fast-paced, results-oriented environment
The ability to work effectively in a team environment; while also being a self-starter and able to work independently
Experience with DocuSign, Concur, Salesforce, and Black Diamond
Detail-oriented mind-set with ability to prioritize and organize workflow
Flexible, eager to learn, and willingness to take on new tasks
What We Offer
Hybrid remote and in office work (2-3 days in the office)
Salary range: $70,000-$80,000 per year
Bonus program based on both individual and company performance
Paid Parental Leave (16 weeks for the primary caregiver and 8 weeks for the secondary caregiver)
Vacation and PTO days
Health, Dental, and Vision insurance
Pet Insurance
401k Matching Plan
HSA Employer Contributions
Student Loan Assistance
Hightower’s 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 on 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.
A community of independent-minded advisors delivering holistic financial advice.
Industry
Financial Services
Company size
1,001-5,000 employees
Founded
2008
Headquarters
Chicago, IL
LinkedIn followers
30,207
Total funding
$645M
Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k) consulting and cash management services to corporations. Through its community of advisor businesses, Hightower offers sophisticated planning solutions and a robust platform designed to help clients achieve their financial goals.
Headquartered in Chicago with offices nationwide, Hightower serves as a growth partner to independent-minded advisors seeking to scale their practices, elevate the client experience, and access the benefits of a national brand. Learn more about Hightower’s collaborative business model at http://www.hightoweradvisors.com.
Offices: 200 W. Madison Street, Suite 2500, Chicago, IL 60606, US
A community of independent-minded advisors delivering holistic financial advice.
Industry
Financial Services
Company size
1,001-5,000 employees
Founded
2008
Headquarters
Chicago, IL
LinkedIn followers
30,207
Total funding
$645M
Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k) consulting and cash management services to corporations. Through its community of advisor businesses, Hightower offers sophisticated planning solutions and a robust platform designed to help clients achieve their financial goals.
Headquartered in Chicago with offices nationwide, Hightower serves as a growth partner to independent-minded advisors seeking to scale their practices, elevate the client experience, and access the benefits of a national brand. Learn more about Hightower’s collaborative business model at http://www.hightoweradvisors.com.
Offices: 200 W. Madison Street, Suite 2500, Chicago, IL 60606, US