Client Service Associate Intern - LRG Wealth Advisors

New Yesterday

Your Future Team
At LRG Wealth Advisors, our mission is to help individuals enhance their wealth, plan for the future, and create memorable experiences. We prioritize the interests of our clients in all situations, and our investment process and portfolio management approach reflect our commitment to service.
What You'll Do
This part-time, on-site Client Service Associate Intern role is located in New York, NY. As an intern, you will have the opportunity to be involved in day-to-day tasks that support our clients and team. You will assist with client outreach, account maintenance, and other administrative tasks. This role offers a valuable learning experience in a dynamic and collaborative environment. We expect that you will work an average of 10-20 hours per week. You will report to the Managing Director.
What You'll Bring Strong organizational and time management skills Excellent attention to detail and accuracy Ability to prioritize and multitask in a fast-paced environment Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) Strong verbal and written communication skills Prior experience or coursework in finance, business, or a related field is a plus
The salary range for this position is $20.00-$23.00 per hour based on qualifications and experience. If you are a motivated and detail-oriented person with a passion for client service and the financial services industry, we encourage you to apply! #LI-Onsite
About Hightower
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on 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 have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
Location:
New York, NY, United States
Job Type:
PartTime
Category:
Office And Administrative Support Occupations