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Client Service Associate Summer Intern - Highland Private Wealth Management

Company: Hightower Advisors
Location: Bellevue
Posted on: March 8, 2023

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


      Apply Now

      • 10900 NE 8th St, Bellevue, WA 98004, USA

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Keywords: Hightower Advisors, Bellevue , Client Service Associate Summer Intern - Highland Private Wealth Management, Executive , Bellevue, Washington

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