Private Wealth Client Associate

Ashton Thomas Private Wealth; Casper (WY); On-site; USD 60,000 - 85,000; Full time

Job summary

Ashton Thomas Private Wealth in Casper, WY is seeking a Private Wealth Client Associate to join a growing advisory team serving high-net-worth individuals and families. This role focuses on building relationships, supporting advisors, and delivering a high-touch client experience.

The team provides comprehensive wealth management services including investment management, financial planning, retirement planning, estate planning coordination, and multi-generational wealth strategies.

Qualifications

• 3 years in wealth management or a related advisory role
• High School Diploma or equivalent is required
• Experience with custodians (e.g., Charles Schwab, Fidelity, Pershing, Goldman) is a plus
• Willingness to obtain Series 65 within an agreed timeframe

Responsibilities

• Maintain existing client relationships by processing requests and updating documentation
• Coordinate account servicing activities and client communications
• Onboard new client accounts including required documentation
• Support advisors and marketing with client events and seminars
• Provide administrative and operational support to Financial Advisors and teams

Skills

Interpersonal skills

Client service

Organizational skills

Communication

Team orientation

Attention to detail

Education

High School Diploma

Tools

Microsoft Office

Job description

Private Wealth Client Associate – Casper, WY

Ashton Thomas Private Wealth is seeking a Private Wealth Client Associate to join a successful and growing advisory team serving high-net-worth and ultra-high-net-worth individuals and families. This is an excellent opportunity for a detail-oriented, client-focused professional who enjoys building relationships, supporting advisors, and delivering high-touch client experience.

The team provides comprehensive wealth management services, including investment management, financial planning, retirement planning, estate planning coordination, and multi-generational wealth strategies.

Position Summary

The Client Service Associate plays a critical role in supporting advisors and ensuring exceptional client experience. This individual will serve as a key point of contact for clients, coordinate account servicing activities, and help maintain operational excellence across the practice.

The ideal candidate is highly organized, proactive, and thrives in a fast-paced environment where attention to detail and client service are paramount.

Description

The Private Wealth Client Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. For established clients, the candidate will often serve as the most frequent point of contact with Ashton Thomas. The Associate is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams, as well as new and existing clients.

Duties and responsibilities:

• Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
• Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs
• Onboard new client accounts, which include the collection of required documentation and client information
• Support the team’s marketing strategy by coordinating with the Ashton Thomas Marketing team and assisting with client events and seminars
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
• Proactively participate in firm initiatives directed by local management
• Strong communication, time management and organizational skills
• Actively engage in available training and education programs to maintain status on policies, procedures and risk awareness
• Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance

Qualifications

• 3 years working in the wealth management industry
• High School Diploma/Equivalency
• Experience working with custodians (Charles Schwab, Fidelity, Pershing, Goldman)
• Willingness to obtain Series 65

Knowledge/skills

• Strong computer skills and knowledge of Microsoft Office products
• Exceptional interpersonal and client service skills
• Detail orientated with superior organizational skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Excellent written and strong communication skills
• Excellent interpersonal and client service skills