Analyst, Client Service (FL, Coral Gables)

NewEdge Capital Group; Coral Gables (FL); Hybrid; USD 52,000 - 75,000; Full time

Job summary

NewEdge Capital Group seeks a Client Service Analyst in Coral Gables, FL. You will provide high-touch client service, support Financial Advisors, and handle administrative duties to ensure smooth client experiences.

You will manage account-related tasks, navigate statements and online access, and maintain accurate client records while upholding regulatory standards and ongoing professional development.

Qualifications

• Bachelor's degree required.
• 1-2 years in financial services, banking, wealth management, or client service.
• Strong proficiency in Microsoft Office, advanced Excel preferred.
• Excellent written and verbal English communication.
• Strong attention to detail and organizational skills.
• Ability to prioritize tasks, manage time, and meet deadlines.
• Positive attitude with a commitment to 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, and high-touch client experience.
• Assist clients with account services and capabilities (statements, online access, paperless enrollment).
• Process client service requests and ensure documentation is complete and accurate.
• Maintain client records and contact management systems.
• Prepare and process paperwork for new accounts, maintenance, insurance/annuities, 529 plans, and third-party documents.
• Support onboarding and debriefing action items after meetings.
• Process banking and client-related transactions per firm procedures.
• Review daily reports and take appropriate action.
• Follow firm policies, procedures, and regulatory requirements.
• Assist with licensing examinations and training programs.

Skills

Excellent English communication

Attention to detail

Organizational skills

Time management

Team-oriented

Customer service mindset

Education

Bachelor's degree

Tools

Microsoft Office Suite (Excel)

Job description

Analyst, Client Service (FL, Coral Gables)

Article by: NewEdge Capital Group

September 4, 2026

Job Summary:

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.