Associate, Client Service

NewEdge Capital Group LLC; Atlanta (GA); Presencial; USD 70.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

Paid time off

Parental leave

401(k) match

Descripción de la vacante

NewEdge Capital Group is seeking a Client Service Associate to enhance the client experience and support a Financial Advisor. You will interface with clients, anticipate needs, resolve issues, and help with onboarding, marketing, and operations.

The role involves coordinating client meetings, maintaining data, and contributing to firm initiatives while using tools like eMoney. Compensation reflects base salary with potential bonuses, benefits, and growth opportunities.

Formación

• 2-5 years of client service experience.
• Series 7, 65 or 66 licensed preferred.
• Excellent written and verbal communication skills.
• Highly organized with great attention to detail.
• Excellent interpersonal skills, including being polished, courteous, professional, and patient.

Responsabilidades

• 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.

Conocimientos

Client service experience

Series 7/65/66 license

MS Office

Written & verbal communication

Organizational skills

Interpersonal skills

Herramientas

Microsoft Office Suite

Descripción del empleo

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

Salary Range:$70,000 - $100,000, 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.