Client Service Associate- Wisehaupt Bray Asset Management
Hightower
About this role
The Client Service Associate at WB Wealth Management provides support to clients, advisors, and partners by maintaining client files, scheduling meetings, preparing reports, processing transactions, and responding to requests. They play a crucial role in ensuring smooth client communications and account maintenance in a financial services setting.
Skills
Qualifications
About Hightower
hightower.designHightower is a wealth management and financial services company that supports independent financial advisors and advisory practices with investment, technology, compliance, and business services. The firm serves high-net-worth individuals, families, and institutions through a network of affiliated wealth advisors and specialized planning solutions. Hightower operates in the financial services and registered investment advisory industry.
About Hightower
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
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Salary
$37k – $50k
per year