Wealth Management Client Services Associate

Ashton Thomas Securities; Boston (MA); On-site; USD 45,000 - 60,000; Full time

Job summary

Ashton Thomas Securities, a dynamic wealth management team in Boston, seeks an administrative professional to help grow and maintain client relationships, streamline onboarding, and support Wealth Advisors.

You will prepare meeting materials, manage records, and coordinate day-to-day office activities while ensuring accuracy and compliance. The role offers growth opportunities in licensing and professional development within a fast-paced firm.

Qualifications

• Bachelor's degree required.
• 0–2 years of professional experience; recent graduates encouraged to apply.
• Candidates may be asked to obtain Series SIE, Series 7, and Series 65 licenses within 1 year of hiring.
• Exposure to custodians such as Charles Schwab, Fidelity, Pershing, or Goldman Sachs is a plus.
• Experience in customer service, administrative support, financial services, banking, or professional office environments is beneficial.

Responsibilities

• Grow and maintain existing client relationships by processing requests, resolving inquiries, and keeping client information accurate.
• Support onboarding of new client accounts, including collecting documentation and tracking items for a smooth opening.
• Provide administrative and operational support to Wealth Advisors, including meeting materials and records management.
• Assist with scheduling meetings, coordinating calendars, and preparing correspondence.
• Maintain organized client files and ensure documentation is complete and compliant with firm policies.
• Track pending client requests and account paperwork to ensure timely completion.
• Provide trade support under Wealth Advisor direction, including basic reporting and licensing approvals.
• Assist with research on securities and model portfolios to inform investment decisions.
• Help collect and organize data for personalized financial plans.
• Serve as a liaison between clients, advisors, custodians, and internal teams to ensure high service levels.
• Collaborate with peers to learn and contribute in a fast-paced, evolving environment.

Skills

Organizational skills

Attention to detail

Verbal communication

Written communication

Time management

Problem solving

Interpersonal skills

Client-service orientation

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Office Suite

Outlook

Excel

Word

Teams

Job description

Ashton Thomas Securities, a dynamic wealth management team in Boston, seeks an administrative professional to help grow and maintain client relationships, streamline onboarding, and support Wealth Advisors.

You will prepare meeting materials, manage records, and coordinate day-to-day office activities while ensuring accuracy and compliance. The role offers growth opportunities in licensing and professional development within a fast-paced firm.