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© All Rights Reserved. ApplyBlast.com
Hightower
The Client Service Associate at White Pine Wealth Management provides a white-glove client experience by directly supporting clients and coordinating with the service team. Key duties include onboarding new relationships, maintaining client records in the CRM, processing account changes, and handling various money movements like wire transfers and ACH. The role requires strong interpersonal skills, attention to detail, and the ability to handle sensitive financial information with confidentiality.
Headquarters
Chicago, Illinois, United States
Company Size
201-500 employees
Founded
2008
Hightower Advisors is a wealth management platform and registered investment advisor that partners with independent financial advisors and advisory firms. It offers investment solutions, practice-management support, compliance, technology and operational resources to help advisors grow and better serve clients. Hightower also connects investors with vetted advisors through its Find an Advisor network and publishes insights, white papers, and news for the industry. Advisors partner with Hightower for centralized scale and resources while retaining their independence.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Hightower.
31% above the average for this role