Analyst, Client Service

NewEdge Wealth; Fort Lauderdale (FL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health

Dental

Vision

Short-term disability

Long-term disability

Life insurance

PTO

401(k) match

Job summary

NewEdge Wealth Client Service Analyst position in Fort Lauderdale, FL focuses on delivering reporting, operational, and marketing support to UHNW clients. You will work directly with clients to facilitate, monitor, and report on investments and services.

The role includes preparing asset allocation reviews, investment proposals, and customized marketing materials to support advisor and client relationships. Strong emphasis on accuracy, responsiveness, and team collaboration.

Qualifications

• 2–5 years of client service experience, preferably within wealth management or financial services.
• Series 7 and/or 65 licenses or willingness to obtain licensing while employed.
• Advanced Microsoft Office Suite skills, including Excel, PowerPoint, and Word.
• Strong written and verbal communication with attention to detail.
• Highly organized with the ability to manage multiple priorities in a fast-paced environment.
• Professional demeanor and client-focused approach.
• Ability to collaborate with cross-functional teams.

Responsibilities

• Provide clients and their accountants with account statements, tax documents, and portfolio information while delivering exceptional service and responsiveness.
• Collect and review documentation required for client and investment onboarding.
• Monitor capital calls, subscription activity, and redemption schedules for alternative investments.
• Support account maintenance, cash management, and other client service requests in collaboration with the broader service team.
• Document client review meetings, update CRM records, and coordinate follow-up actions to ensure timely execution of client needs.
• Maintain accurate and up-to-date client records within CRM and contact management systems.

Skills

Client service experience

Communication skills

Attention to detail

Time management

Problem-solving

Organizational skills

Client-focused approach

Tools

Excel

PowerPoint

Word

Job description

The NewEdge Wealth Client Service Analyst plays a key role in delivering an exceptional client experience by providing reporting, operational, and marketing support to ultra-high-net-worth (UHNW) clients in Fort Lauderdale, FL. In this role, you will work directly with clients to facilitate, monitor, and report on investments and services. Additionally, you will prepare asset allocation reviews, investment proposals, and customized marketing materials to support the advisor, prospective, and existing client relationships.

Duties/Responsibilities:

Relationship Management

• Provide clients and their accountants with account statements, tax documents, and portfolio information while delivering exceptional service and responsiveness.
• Collect and review documentation required for client and investment onboarding.
• Monitor capital calls, subscription activity, and redemption schedules for alternative investments.
• Support account maintenance, cash management, and other client service requests in collaboration with the broader service team.

Investment Solutions

• Generate portfolio reports and analyses, including performance, holdings, transaction activity, tax summaries, income, and fee reports.
• Partner to develop customized marketing and review books for client meetings and business development efforts.
• Prepare asset allocation reviews and investment proposal materials to support portfolio recommendations.
• Document client review meetings, update CRM records, and coordinate follow-up actions to ensure timely execution of client needs.

Practice Management

• Maintain accurate and up-to-date client records within CRM and contact management systems.
• Manage team calendars and coordinate daily, weekly, and monthly activities to support operational efficiency.
• Apply knowledge of risk management, compliance, and regulatory requirements in support of client service activities.

Talent Management

• Pursue ongoing professional development to enhance industry knowledge, technical skills, and professional credentials.
• Communicate training and development needs to support continuous growth and performance.
• Assist with onboarding and training new team members to facilitate successful integration into the firm.

Required Skills/Abilities:

• 2-5 years of client service experience, preferably within wealth management or financial services.
• Series 7 and/or 65 licenses or willingness to obtain licensing while employed.
• Advanced Microsoft Office Suite skills, including Excel, PowerPoint, and Word.
• Strong written and verbal communication skills with exceptional attention to detail.
• Highly organized and effectively manage multiple priorities in a fast-paced environment.
• Exhibit professionalism, strong interpersonal skills, and a client-focused approach.
• Strong time management, multitasking, and problem-solving abilities to meet team and client objectives.

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 $120 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
• 401(k) match (after applicable waiting periods)

Applications will be accepted on an ongoing basis.