Senior Client Service Associate

About the Company Bel Air Investment Advisors, an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals, families, trusts and foundations, targeting clients with $20 million or more in investable assets. We offer a diverse mix of proprietary and sub‑advisory investment strategies within our open‑architecture platform. The firm was founded in 1997 and is based in Los Angeles, built on client‑centric core beliefs that guide its practice. Responsibilities Coordinates the implementation of the service and operational functions of the advisory team required to ensure proper servicing of clients and timely, accurate execution of investments. Acts as a liaison between the advisory team, their clients and internal departments to provide day‑to‑day support in responding to advisor and client inquiries and ensuring timely and accurate completion of operational/product activities. Coordinates the new‑client process, including meeting preparation, collection of client background information, obtaining required account and investment‑strategy documentation, and coordinating account establishment and transfers. Manages the asset allocation and reallocation process, addressing necessary paperwork, account establishment, and investment implementation or changes with applicable departments. Provides customer service to clients by offering information, responding to inquiries, conducting research, and ensuring completion of service requests. Maintains proficiency in all investment strategies, services, policies, and procedures to effectively respond to inquiries and complete service requests. Solves problems through a strong understanding of operational and firm processes. Performs other necessary duties and participates in firm projects as assigned. Qualifications Deep experience in a similar role with a Registered Investment Advisor and/or brokerage firm. Strong understanding of standard concepts, practices, and procedures within the industry. Self‑starter who takes initiative to identify and complete tasks, handles multiple assignments, and works in a fast‑paced environment. Ability to solve problems, anticipate needs, and provide superior service. High energy with the ability to handle pressure and meet deadlines. Detail‑oriented with the ability to prioritize and organize workflow. Ability to work effectively in a team environment. Flexible and willing to perform other tasks as assigned. Strong technical skills using the Microsoft Office Suite, including Excel, Word, and Outlook. BA/BS degree in finance or a related field preferred. Benefits Coverage on the first day of employment for medical, dental, and vision insurance. Paid parental leave (16 weeks for primary caregiver; 8 weeks for secondary caregiver). 401(k) matching plan. HSA employer contributions. Student loan assistance. Pet insurance. Base salary of $125,000‑$150,000 plus annual performance and profit‑sharing bonuses (exact amount depends on experience). About Hightower 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 and operational support empower a vibrant community of independent wealth advisors across the U.S. to grow their businesses and help clients achieve financial vision. The firm operates as a registered investment advisor with advisors throughout the United States. 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. #J-18808-Ljbffr The Mom Project