Description
Hightower Westchester is hiring an in-office Client Service and Operations Associate in Harrison, New York, to support operational efficiency and client service for a wealth-management practice. The role handles account services and transaction processing, client requests, prospect and client timelines, Fidelity account work, CRM updates, scheduling, office management, and administrative and marketing support. Candidates should have strong client-facing and communication skills, Microsoft Office and Excel proficiency, at least three years of financial-service or client-service experience, and a Series 65 license or the ability to obtain it within six months of hire. The position offers an annual base salary of $85,000-$95,000 and medical, dental, and vision coverage from the first day of employment.
