Analyst, Client Service

NewEdge Capital Group LLC; Coral Gables (FL); On-site; USD 48,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Short-term disability

Long-term disability

Life insurance

PTO

Job summary

NewEdge Capital Group is seeking a Client Service Analyst in Coral Gables, FL, to provide high-touch service and administrative support to Financial Advisors and the Client Service Team. The role emphasizes accuracy, regulatory awareness, and collaborative problem-solving in a fast-paced environment.

The ideal candidate will have a Bachelor's degree and 1–2 years of client service or financial services experience, with strong English communication and advanced Excel skills to manage client

Qualifications

• Bachelor's degree required.
• 1-2 years in financial services, banking, wealth management, or client service.
• Proficient in Microsoft Office with advanced Excel skills preferred.
• Excellent written and verbal English communication.
• Strong attention to detail and organization.

Responsibilities

• Serve as a primary point of contact for client service inquiries and requests.
• Deliver a professional, responsive, and high-touch client experience.
• Assist clients with account services and capabilities, including statements, online access, and paperless enrollment.
• Process client service requests and ensure documentation is complete and accurate.
• Maintain client records and contact management systems with up-to-date information.
• Prepare and process paperwork for new accounts, maintenance, insurance and annuity transactions, 529 plans, and other documents.
• Support onboarding and debriefing action items for clients.
• Process banking and client-related transactions per firm procedures.
• Review daily reports and operational items and take appropriate action.
• Follow firm policies, procedures, and technology systems; ensure regulatory awareness.

Skills

Bachelor's degree

Client service

Administrative support

Attention to detail

Time management

Written & verbal English

Team collaboration

Strong communication

Education

Bachelor's degree from an accredited college or university

Tools

Microsoft Office

Excel

Job description

The Client Service Analyst plays a critical role in delivering a best-in-class client experience by providing administrative and operational support to Financial Advisors and the Client Service Team. The ideal candidate is highly organized, client-focused, and thrives in a collaborative, fast-paced environment. You will become part of a team dedicated to delivering a "white glove" service experience while supporting clients through all aspects of their financial relationship.

Duties/Responsibilities

Client Service & Administrative Support

• Serve as a primary point of contact for client service inquiries and requests.
• Deliver a professional, responsive, and high-touch client experience.
• Assist clients with account services and capabilities, including:
  • Understanding account statements and confirmations
  • Online account access and service features
  • Paperless enrollment and account maintenance options
• Process client service requests and ensure all required documentation is complete and accurate.
• Maintain client records and contact management systems with up-to-date information.
• Prepare and process paperwork related to:
  • New account openings
  • Account maintenance requests
  • Insurance and annuity transactions
  • 529 Plans
  • Third-party administrative documents
• Support client onboarding and client meeting debriefing action items.
• Process banking and other client-related transactions according to firm procedures.
• Review daily reports, alerts, and operational items and take appropriate action.

Operations & Compliance

• Follow firm policies, procedures, and technology systems.
• Maintain a high level of regulatory awareness and risk management.
• Assist with operational workflows to ensure accuracy, efficiency, and compliance.
• Enter client orders and complete associated paperwork when appropriately licensed and authorized.

Professional Development

• Continuously develop industry knowledge, technical skills, and professional credentials.
• Successfully complete required licensing examinations and training programs.

Required Skills/Abilities

• Bachelor's degree from an accredited college or university.
• 1-2 years of financial services, banking, wealth management, or client service experience.
• Strong proficiency in Microsoft Office Suite, with advanced Excel skills preferred.
• Excellent written and verbal English communication skills.
• Strong attention to detail and organizational skills.
• Ability to prioritize tasks, manage time effectively, and meet deadlines.
• A positive attitude with a commitment to providing outstanding client service.
• Team-oriented mindset with strong interpersonal skills.

Preferred

• Active Series 7 and Series 66 licenses or willingness to obtain licensing while employed.
• Previous experience supporting financial advisors or wealth management teams.
• Familiarity with brokerage, investment, insurance, or financial planning operations.

About the Organization

Who We Are:

NewEdge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $100 billion in client assets and support over 450+ financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts.

What We Offer:

Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. NewEdge Capital Group's benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).

Applications will be accepted on an ongoing basis.

EOE Statement NewEdge Capital Group, along with its subsidiaries, is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment on the basis of an individual’s race, color, religion, creed, sex, sexual orientation, national origin, age, disability, marital status, veteran status or any other status protected by applicable law.

This position is currently accepting applications.