Client Services Associate

Job Description

Private Wealth Client Associate

In-Office | Full-Time Scottsdale, AZ or Denver, CO

Applicants can be located in our Scottsdale, AZ or Denver, CO Office

Ashton 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 Do

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• Process non-trading client service requests and resolve inquiries with accuracy and follow through
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• Onboard new client accounts, including collecting and reviewing required documentation
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• Maintain accurate client records and ensure compliance with firm policies and procedures
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• Serve as a primary point of contact for clients, delivering prompt and professional service
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• Proactively educate clients on firm services, digital tools, and cash management solutions
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• Support Financial Advisors with day-to-day administrative and operational needs
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• Assist with client events and marketing initiatives in coordination with the Marketing team
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• Participate in training, education, and firm initiatives
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What We’re Looking For

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• 1+ years of experience in wealth management, RIA, or financial advisory environment
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• Experience working with custodians such as Charles Schwab, Fidelity, or Pershing
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• Strong attention to detail, organizational skills, and time management
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• Exceptional client service and communication skills
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• Team oriented mindset with the ability to thrive in a fast-paced environment
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• Prefer Series 65 licensed or willingness to obtain in 90 days
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Why Ashton Thomas

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• Collaborative, people-first culture
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• Meaningful client relationships and high-touch service model
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• Competitive benefits including 401(k), health, dental, vision, PTO, and life insurance (after 90 days employment)
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• Opportunity to grow within a respected private wealth organization
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Location: In-office

Job Type: Full-time

Interested candidates are encouraged to apply