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Client Service Associate/Trader I. MISSION The Client Service Associate at Hilltop Wealth Advisors is an integral part of our team serving as the true connection between our clients, and the entire team.
This great communicator, influencer and enthusiastic person will support the vision, positive culture and team spirit across our firm and clients.
The key role of this position is to engage and support the overall success of many different projects and initiatives and by working side-by-side with our Advisory and Client Services teams.
The Client Service Associate focuses on team engagement, client success, and managing assigned projects.
This individual enjoys and excels at the day-to-day operations of the firm. This position requires a proactive approach and an ability to independently carry out the duties of the position.
The ideal candidate will exhibit high standards, excellent communication skills, goo...