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Private Wealth Client Associate

3 months ago

Boston, United States Ashton Thomas Private Wealth Full time

Overview

We are an RIA seeking a Private Wealth Client Associate to join our growing team. We specialize in providing sophisticated investment management and financial planning solutions to high-net worth individuals, families, and corporate executives.

At Ashton Thomas, we care about our people. We are a Registered Investment Advisor (RIA), offering extraordinary client service in private wealth management. Our financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here. Incredible teams doing exceptional work, we provide exceptional client service to internal and external partners. We support our Operational Department and Advisors to ensure that we are delivering a seamless wealth management experience to our clients.


Position Overview

Investment management firm seeks a full time, Client Service Associate. Accountabilities include the timely processing of nontrading-related service surrounding our new and prospective clients’ investment accounts; following through and ensuring service items are completed; and providing prompt, courteous support and service to existing clients and prospective clients. Best-in-class Client Services is a cornerstone of Ashton Thomas Private Wealth Management and the ideal candidate will be intelligent, organized, energetic, friendly, take a great deal of pride in their work and will communicate well.


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 Associte 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 includes 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

· College degree preferred

· Experience working with custodians (Charles Schwab, Fidelity, Pershing, TD Ameritrade)

· 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'