Job Description

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Company Description

Ashton Thomas Private Wealth is a diversified financial advisory firm headquartered in Scottsdale, Arizona. The firm is committed to a culture of excellence, integrity, and respect in every aspect of its business. They provide fee-based financial planning and investment portfolio management, retirement plan consulting, and related financial education programs to foundations, business entities, and affluent individuals and families. Ashton Thomas Private Wealth strives to remain at the forefront of technological innovation and thought leadership within the financial services industry.

Role Description

This is a full-time on-site role for a Client Service Regional Manager located in Scottsdale, AZ. The Client Service Regional Manager will be responsible for overseeing client service operations in the Eastern region, ensuring customer satisfaction, managing client relationships, and driving overall client service excellence. The role will involve collaborating with cross-functional teams to identify opportunities for process improvement and implementing strategies to enhance client service delivery.

Responsibilities

• Hire, train, and supervise all Private Wealth Client Service Associates in the region
• Facilitate a strong team culture and the shaing of best practices across the region
• Create and maintain systems and processes that iprove operational efficiences
• Act as a local contact and escalation point for any operational / client service issues or challenges
• Anticipate and manage work volumes, adhering to established policies and deadlines
• Drive change initiatives, business strategy and technology enhancements programs
• Manage in dynamic, high-pressure environments and contribute to business resiliency planning
• Evaluate team and individual performance to achieve business objectives. Nurture diverse and inclusive work culture
• Build and maintain a culture of trust, transparency and integrity
• Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape
• Ensures teams proactively consult with clients using regular client relationship reviews, educating them on self-service tools and influencing adoption

Qualifications

• 5 - 10 years with Management experience
• Client Services, Customer Service, and Communication skills
• Strong knowledge of finance and investment products
• Ability to effectively manage and prioritize multiple client relationships
• Proven track record of achieving and maintaining high levels of customer satisfaction
• Excellent problem-solving and decision-making abilities
• Experience in leading and developing high-performing client service teams
• Strong attention to detail and organizational skills
• Ability to thrive in a fast-paced, dynamic environment
• Bachelor's degree in Finance, Business, or related field
• Relevant professional certifications (e.g., CFP, CFA) are a plus

Job Type: Full-time

Pay: $100,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person

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