Analyst, Client Service (FL, Coral Gables)

NewEdge Wealth LLC.; Coral Gables (FL); Hybrid; USD 60,000 - 90,000; Full time

Job summary

NewEdge Wealth LLC. in Coral Gables, FL is seeking an Analyst, Client Service to deliver white-glove service while supporting Financial Advisors and the Client Service Team.

The role emphasizes meticulous organization, client-focused communication, and collaboration in a fast-paced environment. You will handle account inquiries, processing paperwork, and maintaining client records to ensure accurate and timely service.

Qualifications

• 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 prioritise 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.

Responsibilities

• Serve as a primary point of contact for client service inquiries and requests.
• Deliver a professional, responsive, high-touch client experience.
• Assist clients with account services and capabilities, including 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, annuities, and 529 plans.
• Support onboarding and client meeting debriefing action items.
• Review daily reports and operational items, taking appropriate action.

Skills

Microsoft Office Suite

Excel proficiency

English communication

Attention to detail

Time management

Teamwork

Client service mindset

Wealth management experience

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Analyst, Client Service (FL, Coral Gables)

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.