Client Services Associate

Ashton Thomas Private Wealth; Tucson (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k)

Health Insurance

Dental

Vision

PTO

Life Insurance

Job summary

Ashton Thomas Private Wealth is seeking a Private Wealth Client Associate to join our growing team in Tucson, AZ. The role focuses on delivering exceptional client service, onboarding new clients, and supporting Advisors with daily operations.

You will manage client inquiries, maintain records, and educate clients on firm services and tools, while collaborating with the Marketing team on events and initiatives. A fast-paced, client-centric environment awaits.

Qualifications

• 1+ year of experience in wealth management, RIA, or financial advisory environment.
• Experience working with custodians such as Charles Schwab, Fidelity, or Pershing.
• Strong attention to detail, organizational skills, and time management.
• Exceptional client service and communication skills.
• Team oriented mindset with the ability to thrive in a fast-paced environment.
• Willingness to obtain the Series 65 license.

Responsibilities

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

Skills

Client service

Attention to detail

Organizational skills

Time management

Team oriented

Communication

Series 65 readiness

Tools

Charles Schwab

Fidelity

Pershing

Job description

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

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

What We're Looking For

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

Why Ashton Thomas

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