About this opportunity
Ashton Thomas Private Wealth lists this Senior Registered Client Service Associate opportunity in boston, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Senior Registered Client Service Associate
Ashton Thomas is seeking a Senior Registered Private Wealth Client Associate to join our growing team in Boston, MA. We specialize in delivering sophisticated investment management and comprehensive financial planning solutions to high-net-worth individuals, families, and corporate executives.
We’re seeking a Senior Registered Private Wealth Client Associate to join our growing Boston team. This role is ideal for an experienced, registered professional who takes pride in delivering exceptional client service and supporting Financial Advisors in a high-touch private wealth environment.
What You’ll Do
Serve as a primary point of contact for high-net-worth clients
Manage complex client service requests with accuracy and follow-through
Onboard new client accounts, ensuring complete and compliant documentation
Provide trade support at the direction of the Financial Advisor (as applicable and with proper licensing)
Maintain accurate client records and support regulatory requirements
Proactively educate clients on firm services, digital tools, and cash management solutions
Support Financial Advisors with advanced administrative and operational needs
Assist with client events and marketing initiatives in coordination with the Marketing team
Participate in firm initiatives, training, and ongoing professional development
What We’re Looking For
3+ years of experience in wealth management, RIA, or financial advisory environment
Active SIE, Series 7, and Series 65 required
Experience working with custodians such as Pershing
Strong understanding of client service and RIA operations
Exceptional organizational, communication, and client service skills
Ability to thrive in a fast-paced, evolving environment
Why Ashton Thomas
People‑first, collaborative culture
High‑touch private wealth client model
Competitive compensation
401(k), health, dental, vision, and PTO
Interested candidates are encouraged to apply
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Worksite address
boston, MA, 02298, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.