Client Services Associate

Private Wealth Client Associate In-Office | Full-Time Scottsdale, AZ or Denver, COApplicants can be located in our Scottsdale, AZ or Denver, CO OfficeAshton Thomas is a Registered Investment Advisor (RIA) providing sophisticated investment management and comprehensive financial planning to high-net-worth individuals, families, and corporate executives. We believe personal relationships are everything and our people are at the heart of what we do.We're looking for a Private Wealth Client Associate to join our growing team. This role is ideal for a client focused professional who takes pride in operational excellence and delivering an exceptional client experience.What You'll DoProcess non-trading client service requests and resolve inquiries with accuracy and follow throughOnboard new client accounts, including collecting and reviewing required documentationMaintain accurate client records and ensure compliance with firm policies and proceduresServe as a primary point of contact for clients, delivering prompt and professional serviceProactively educate clients on firm services, digital tools, and cash management solutionsSupport Financial Advisors with day-to-day administrative and operational needsAssist with client events and marketing initiatives in coordination with the Marketing teamParticipate in training, education, and firm initiativesWhat We're Looking For1+ years of experience in wealth management, RIA, or financial advisory environmentExperience working with custodians such as Charles Schwab, Fidelity, or PershingStrong attention to detail, organizational skills, and time managementExceptional client service and communication skillsTeam oriented mindset with the ability to thrive in a fast-paced environmentPrefer Series 65 licensed or willingness to obtain in 90 daysWhy Ashton ThomasCollaborative, people-first cultureMeaningful client relationships and high-touch service modelCompetitive benefits including 401(k), health, dental, vision, PTO, and life insurance (after 90 days employment)Opportunity to grow within a respected private wealth organization Location: In-office Job Type: Full-time Interested candidates are encouraged to apply