The Client Service Manager will play a vital role in ensuring client satisfaction by addressing service requests, resolving issues, and maintaining strong client relationships. We ask that you be a detail oriented person with excellent written and oral communication skills and a proactive approach to client service. You will report to the Director of Client Service. #LI O

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 independ

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 independ

Our Story Boston Hill Advisors is an independent, fee only Wealth Management business located in North Andover. We presently manage over $1 billion in assets for individuals, families, charities and small businesses. We specialize in financial planning, wealth management, and investment solutions and have been in business for 16 years. What You'll Do You will support two

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 independ

Your Future Team Founded in 2014, Natoma Wealth is an independent registered investment advisory practice that offers financial advice and planning and discretionary investment management to successful individuals, families, and businesses. The Client Service Associate is a vital client facing role responsible for supporting, managing, and maintaining relationships with c

Our Story Founded in 2008, Hightower Advisors 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 o

Your Future Team We started Altium by asking ourselves one simple and transformational question, "What would we want if we were clients?" We believe wealth is compelled by a higher sense of purpose. Our intentions far exceed wealth generation we seek to empower our clients to create the life that they envision for themselves, their families, and their communities. Altium

Your Future Team Do you grow in a warm and positive environment where there is a clearly defined process and your role requires someone with a friendly and approachable style? Are you naturally efficient and able to juggle multiple tasks simultaneously while maintaining accuracy and follow through? Do want to begin a career in the dynamic wealth management industry? Found

of Position Twickenham Advisors is seeking a candidate who is highly organized, detail oriented, has a passion for serving others, and a capability to multitask in a fast paced environment. The Financial Services Operations Manager/Team Lead will play a crucial role in streamlining our daily operations, enhancing efficiency, and driving continuous improvement across differ

Your Future Team Founded in 2006, LourdMurray is an advisor built boutique, fee only wealth manager that specializes in serving the complex needs of business leaders, high net worth individuals and complex families, artists, entertainers and entertainment professionals, and athletes. Our deep experience working with such accomplished clients gives us an intimate understan

for Tax Manager Be a resource for staff and wealth advisors on all aspects of income taxation and tax return preparation Prepare unitary and combined federal, state, and local income tax returns for trusts, estates, foundations, individuals, partnerships, and related entities Tax compliance and planning for ultra high net worth individuals and their related entities Analyz

Your Future Team Founded in 1994, Frontier is an industry leading wealth management firm dedicated to building relationships and enriching lives through comprehensive wealth management. Our life centered approach provides our clients with a roadmap to living their best life possible. The Frontier family is a team of highly credentialed professionals who provide our client

The Firm Founded in 1994, Frontier is a wealth management firm dedicated to building relationships and enriching lives through comprehensive wealth management. Our life centered approach provides our clients with a roadmap to help them live their best life possible. The Frontier family is a team of credentialed professionals who provide our clients customized investment a

Your Future Team VWG Located in Tysons Corner, VA, VWG Wealth Management delivers planning driven, custom investment solutions for high net worth individuals. Our team provides sound financial advice, with an emphasis on proactive goal setting, to ensure our clients live their lives to their fullest. Voted Best Places to Work by Washington Business Journal for 4 consecuti