Associate, Client Service

Appone; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Short-term disability

Long-term disability

Life insurance

Paid time off

Paid parental leave

401(k) match

Job summary

NewEdge Capital Group seeks a Client Service Associate to support a Financial Advisor, interface with clients, and drive firm initiatives. You will engage in onboarding, marketing, and operational duties to enhance client experience and team productivity.

Ideal candidates bring 2–5 years in client service, strong communication, and organizational skills, with proficiency in Microsoft Office Suite. This role offers comprehensive benefits and growth within a collaborative environment.

Qualifications

• 2-5 years of client service experience.
• Excellent written and verbal communication skills.
• Highly organized with attention to detail.

Responsibilities

• Educate prospects on the opportunity.
• Leverage various communication channels for marketing.
• Gather and host events to raise the profile of the team.
• Process account service requests with proper documentation.
• Maintain up-to-date client information in CRM.
• Provide team with current calendar and activities.
• Assist with onboarding new clients and market-related tasks.
• Support wealth strategy discussions with client data.

Skills

Client service

Communication

Attention to detail

Interpersonal skills

Highly organized

Tools

Microsoft Office Suite

Job description

Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to a Financial Advisor at NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. This individual will also perform marketing, administrative and operational duties to support our collaborative team in their daily business practices (e.g., client meetings, on-boarding new clients, marketing, etc.) and be the driver of firm initiatives.

Duties/Responsibilities:

Marketing

• Educate prospects on the opportunity
• Leverage various communication channels for marketing
• Gather and host events and raise profile of the team
• Process account service requests and ensure appropriate documentation
• Gather financial profile data to support wealth strategy discussions
• Use eMoney and other software to produce solution options

Practice Management

• Maintain contact management systems with up-to-date key client information
• Provide team with up-to-date calendar including daily, weekly, and monthly activities
• 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

Required Skills/Abilities:

• 2-5 years of client service experience
• Series 7, 65 or 66 licensed preferred
• 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

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.

• health insurance
• dental insurance
• vision insurance
• short-term disability coverage
• long-term disability coverage
• life insurance
• paid time off
• paid parental leave
• 401(k) match (subject to applicable waiting periods)
• 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.