Rita T.

About Rita T.

I am a Client Service and Operations professional with 10+ years of experience working at RIAs, supporting wealth managers and ultra-high-net-worth individuals. I build lasting client relationships through exceptional service. My expertise includes: onboarding, record & custodial operation and management, money movement, tax payment coordination, compliance documentation, and advisor & client support. My commitment to compliance, accuracy, efficiency, follow through, and reliability assist company initiatives in providing white-glove service. I work daily with Charles Schwab, Salesforce, Box, DocuSign, Clear TEAMS, Webex, Excel, and leverage AI tools such as Microsoft Copilot, ChatGPT, to improve efficiencies and communication while maintaining strict compliance standards. Prior to joining Hightower Signature Wealth, I spent 9+ years at Goldman Sachs supporting ultra-high-net-worth clients and senior leadership in wealth management and operations. I\'m known for being highly organized, methodical, curious, and dependable in environments where precision matters. 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.

Experience

1. Client Services Manager

   Hightower Signature Wealth

   Jan 2026 — Present · Buffalo Grove, IL, US

   Serve as primary point of contact for client account requests, delivering timely resolutions through trusted in-person, phone, and email communication• Support advisors in the execution of client financial plans by ensuring accurate account setup, cash flow processing, and ongoing account maintenance• Process and coordinate money movement transactions including ACH, wires, journals, and checks through the Charles Schwab custodial platform• Manage inbound and outbound client transactions totaling $600K+ monthly across individual, trust, and retirement accounts• Partner with internal teams to calculate and update required minimum distributions (RMDs)• Coordinate with estate planning attorneys to collect and process legal documentation (death certificates, DPOA/HPOA) and update trustees and beneficiaries accurately• Maintain detailed tracking of money movement and service activity using Excel and Salesforce to ensure audit readiness and cross-team visibility• Open, fund, and maintain fee-based and fee-free individual, trust, and rollover IRA accounts• Process account updates and documentation through Schwab DocuSign and Salesforce, ensuring accurate records and complete client interaction logs• Assist with client meeting preparation, including scheduling, data collection, and quality control of materials• Maintain strict adherence to regulatory requirements and firm compliance standards while supporting operational initiatives

Education

• Loyola University Chicago

  Bachelor of Anthropology , Anthropology

  2008 — 2011