Client Service Associate Summer Intern - Highland Private Wealth Management
Company: Hightower Advisors
Location: Bellevue
Posted on: March 8, 2023
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Job Description:
Client Service Associate Summer Intern - Highland Private Wealth
Management
10900 NE 8th St, Bellevue, WA 98004, USA
Req #691
Wednesday, February 8, 2023
Our Story
Founded in 1999, we specialize in advising executives,
professionals, business owners, wealth beneficiaries, and other
high-net-worth individuals whowant a thoughtful approach to
integrating their life and money.
Our greatest asset is in helping people understand where they are
in the wealth life cycle and then customizing services to meet
those needs.By taking a mindful approach to managing our client's
assets, we provide financial guidance, so our clients and their
families find clarity, reduce complexity,and live inspired lives
doing what they love.
At Highland, we view our clients as more than just their money,
which allows us to build deep,enduring, and trusted partnerships
with them. We pride ourselves on an intimate, boutiqueatmosphere
that offers a rarecombination of sophisticated financial advice
with a mandate forclient care.
What You'll Do
The Client Service Associate Intern is the initial point of contact
for all clients and will handle a wide range of important
duties.
Will provide general trading/rebalancing support
Will manage general administrative office tasks and supply
ordering
Assist with trading and alternative asset flow reconciliation
Support basic marketing initiatives
Assist with monitoring investment performance
Assist with upkeep of CRM database, trading software, and
Morningstar
Will be responsible for generating various daily reports such as
cash screens, transactions summaries, and marketing reports
Other special projects as needed
What You'll Bring
Current full-time Senior undergraduate student graduating in 2023
with a preferred GPA of 3.0 or above
You are pursuing a Bachelor's degree in business, accounting
finance or economics
AN 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.
Other details
Pay Type
Hourly
Apply Now
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