HighTower Advisors - Newport Beach, CA

posted 3 months ago

Full-time - Entry Level
Newport Beach, CA
Professional, Scientific, and Technical Services

About the position

The Client Service & Marketing Associate at The Rand Group is a full-time role focused on providing administrative support, client services, and marketing assistance within a financial services firm. The position requires a creative and organized individual who can effectively communicate and collaborate with team members to enhance client experiences and support marketing initiatives. The associate will report directly to the Managing Director/Partner and will be involved in various tasks including customer service, account management, and marketing functions.

Responsibilities

  • Provide customer service to clients and handle the administration of client financial accounts including financial transactions.
  • Prioritize and organize workflows, and collaborate in all facets of operations.
  • Prepare important documents and PowerPoint-based presentations for client meetings.
  • Assist in setting up new investment accounts, drafting emails, preparing customer welcome materials, and account distributions.
  • Respond to questions regarding accounts and procedures.
  • Offer administrative and office management support to the team.
  • Coordinate current client and prospective client communications.
  • Help with data collection, data input, and presentations for financial planning.
  • Maintain client files within Salesforce CRM system.
  • Assist partners/advisors in developing a marketing plan and completing marketing-related functions.
  • Manage daily administrative tasks related to client communication and marketing efforts.
  • Conduct market research and identify new opportunities.
  • Coordinate with the Hightower marketing design and content teams to create digital and print advertising material.
  • Contribute to collaborative efforts and organize promotional events.
  • Prepare reports on marketing metrics, sales metrics, and consumer behavior data.

Requirements

  • 1+ years of experience in Financial Services (including internships involving customer service or financial analysis).
  • 1+ years of experience in marketing or a related field.
  • Experience using MS Office applications, such as Word, Excel, and PowerPoint.
  • Detail-oriented with the ability to prioritize and organize workflow.
  • Ability to work in a fast-paced, high-intensity work environment.
  • Self-starter and able to work independently.
  • Superior interpersonal, organizational, and client service skills.
  • Ability to work effectively in a team environment.

Nice-to-haves

  • Salesforce experience
  • Canva experience
  • Adobe experience
  • Social Media experience
  • BA/BS degree in finance or related field preferred.

Benefits

  • Bonus program based on both individual and company performance
  • 401k/Profit Sharing Plan
  • Health, Dental, and Vision insurance
  • Paid holidays
  • Vacation and PTO days
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