Senior Registered Client Service Associate

Senior Registered Client Service Associate Ashton Thomas is seeking a Senior Registered Private Wealth Client Associate to join our growing team in Boston, MA. We specialize in delivering sophisticated investment management and comprehensive financial planning solutions to high-net-worth individuals, families, and corporate executives. We’re seeking a Senior Registered Private Wealth Client Associate to join our growing Boston team. This role is ideal for an experienced, registered professional who takes pride in delivering exceptional client service and supporting Financial Advisors in a high-touch private wealth environment. What You’ll Do Serve as a primary point of contact for high-net-worth clients Manage complex client service requests with accuracy and follow-through Onboard new client accounts, ensuring complete and compliant documentation Provide trade support at the direction of the Financial Advisor (as applicable and with proper licensing) Maintain accurate client records and support regulatory requirements Proactively educate clients on firm services, digital tools, and cash management solutions Support Financial Advisors with advanced administrative and operational needs Assist with client events and marketing initiatives in coordination with the Marketing team Participate in firm initiatives, training, and ongoing professional development What We’re Looking For 3+ years of experience in wealth management, RIA, or financial advisory environment Active SIE, Series 7, and Series 65 required Experience working with custodians such as Pershing Strong understanding of client service and RIA operations Exceptional organizational, communication, and client service skills Ability to thrive in a fast-paced, evolving environment Why Ashton Thomas People‑first, collaborative culture High‑touch private wealth client model Competitive compensation 401(k), health, dental, vision, and PTO Interested candidates are encouraged to apply Referrals increase your chances of interviewing at Ashton Thomas Private Wealth by 2x #J-18808-Ljbffr Ashton Thomas Private Wealth