Senior Private Wealth Client Associate - High-Touch Service

Ashton Thomas Private Wealth; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

401(k)

Health benefits

Dental benefits

Vision benefits

PTO

Job summary

A private wealth management firm in Boston is looking for a Senior Registered Client Service Associate to support Financial Advisors and deliver exceptional service to high-net-worth clients. The ideal candidate has over 3 years of experience in wealth management and holds active SIE, Series 7, and Series 65 licenses. This role emphasizes client service excellence and offers a collaborative, people-first culture. Competitive compensation and benefits are provided.

Qualifications

• 3+ years of experience in wealth management, RIA, or financial advisory environment.
• Active SIE, Series 7, and Series 65 required.
• Strong understanding of client service and RIA operations.

Responsibilities

• Serve as a primary point of contact for high-net-worth clients.
• Manage complex client service requests with accuracy.
• Onboard new client accounts, ensuring compliance.

Skills

Client service

Organizational skills

Communication skills

Understanding of RIA operations

Ability to thrive in fast-paced environments

Tools

Pershing

Job description

A private wealth management firm in Boston is looking for a Senior Registered Client Service Associate to support Financial Advisors and deliver exceptional service to high-net-worth clients. The ideal candidate has over 3 years of experience in wealth management and holds active SIE, Series 7, and Series 65 licenses. This role emphasizes client service excellence and offers a collaborative, people-first culture. Competitive compensation and benefits are provided.