Wealth Client Services Specialist

Ashton Thomas Private Wealth; Scottsdale (AZ); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k)

Health insurance

Dental

Vision

Paid Time Off

Life insurance (after 90 days)

Job summary

Ashton Thomas Private Wealth seeks a Private Wealth Client Associate to join our Scottsdale, AZ or Denver, CO office. You will handle client service requests, onboard new accounts, and support advisors, delivering high-touch service in a fast-paced environment.

Ideal candidates have 1+ years in wealth management, experience with custodians like Charles Schwab, Fidelity, or Pershing, and a Series 65 license or willingness to obtain within 90 days.

Qualifications

• 1+ years of wealth management or financial advisory experience.
• Experience with custodians like Charles Schwab, Fidelity, or Pershing.
• Detail-oriented with strong client service and communication skills.
• Series 65 license or willingness to obtain within 90 days.

Responsibilities

• Process non-trading client service requests 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.
• Serve as primary point of contact for clients, delivering prompt and professional service.
• 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

Communication

Attention to detail

Organizational skills

Team oriented

Education

Series 65 license

Job description

Ashton Thomas Private Wealth seeks a Private Wealth Client Associate to join our Scottsdale, AZ or Denver, CO office. You will handle client service requests, onboard new accounts, and support advisors, delivering high-touch service in a fast-paced environment.

Ideal candidates have 1+ years in wealth management, experience with custodians like Charles Schwab, Fidelity, or Pershing, and a Series 65 license or willingness to obtain within 90 days.