About this role
Junior Client Service & Relations Associate - Altium Wealth Management at Hightower. Location: Harrison, New York, United States. Role: liaising clients, coordinating meetings, managing accounts Requirements: 1+ year financial services experience, client relationship maintenance, proficiency in Microsoft Outlook/Word (Excel a plus), Salesforce; strong communication, organization, and client-service skills. Category: Customer Service Seniority: Entry Level Tools: Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, Schwab, TD, Fidelity Commitment: Full Time Workplace: Onsite Languages: English