Analyst, Client Service

NewEdge Capital Group LLC; Stamford (CT); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid time off

Job summary

The NewEdge Wealth Client Service Analyst is responsible for enhancing the client experience by providing reporting and marketing support to a team of Advisors and UHNW clients in Stamford, CT. As a Client Service Analyst, you will interface with clients to implement, track, and report alternative investment subscriptions and redemptions.

This individual will also produce Asset Allocation review and proposal sheets and marketing books for prospects and clients.

Qualifications

• 2–5 years of client service experience.
• Series 7 and 66 licensed preferred or willingness to acquire.
• Excellent written and verbal communication skills.
• Highly organized with strong time-management and attention to detail.
• Polished, courteous, professional and patient interpersonal skills.

Responsibilities

• Provide clients and accountants with statements, tax forms and account information.
• Collect documentation to subscribe to new alternative investments.
• Track capital calls and investment/redemption schedules.
• Assist with Cashiering and account activities.
• Generate reports for review books and client requests and prepare asset allocation reviews and proposal sheets.

Skills

Client service experience

Series 7/66 preferred

Microsoft Office

Written communication

Verbal communication

Time management

Attention to detail

Interpersonal skills

Fast-paced environment

Tools

Microsoft Office

Job description

The NewEdge Wealth Client Service Analyst is responsible for enhancing the client experience by providing reporting and marketing support to a team of Advisors and UHNW clients in Stamford, CT. As a Client Service Analyst, you will interface with clients to implement, track, and report alternative investment subscriptions and redemptions. This individual will also produce Asset Allocation review and proposal sheets and marketing books for prospects and clients.

Duties/Responsibilities:

Relationship Management

• Provide clients and accountants with statements, tax forms and account information.
• Collect appropriate documentation to subscribe to new alternative investments.
• Track capital calls and investment/redemption schedules.
• Assist other service team members on Cashiering and account activities.

Investment Solutions

• Generate reports for review books and client requests. These include performance, holdings, activity, tax summaries, income, fees, etc.
• Work with Advisors to construct marketing books for review meetings and prospecting. Books include system generated reports and custom slides.
• Prepare asset allocation review and proposal sheets.
• Take notes during client review calls, enter into contact management system and provide team with follow up items.

Practice Management

• Maintain contact management systems with up-to-date key client information.
• Monitor team calendar for up-to-date deliverables.
• Understand risk awareness and regulatory knowledge.

Talent Management

• Proactively develop self to continuously improve knowledge, skills and credentials.
• Assist with on-boarding new members to the firm.

Skills/Abilities:

• 2-5 years of client service experience
• Series 7 and 66 licensed preferred or willingness to acquire a license while on the job
• Excellent skills in Microsoft Office Suite
• Excellent written and verbal communication skills
• Highly organized with great attention to detail
• Excellent interpersonal skills, including being polished, courteous, professional, and patient
• Ability to work in a fast-paced environment
• Possesses exceptional multi-tasking skills and strong time-management

Salary: $70,000 - $80,000, based on experience

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 $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 includes a competitive base salary, with the opportunity to qualify for bonuses or commissions based on the position. NewEdge Capital Group offers a comprehensive benefits package to eligible employees, including health, dental, and vision insurance, short- and long-term disability coverage, life insurance, paid time off, paid parental leave, 401(k) match (subject to applicable waiting periods), and additional voluntary and supplemental benefits to elect based on your needs.
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.