Associate, Client Service (FL, Fort Lauderdale)

NewEdge Wealth LLC.; Fort Lauderdale, Northern (FL, KY); Hybrid; USD 55,000 - 85,000; Full time

Job summary

NewEdge Wealth LLC in Fort Lauderdale, FL seeks a Client Service Associate to deliver reporting, operational, and marketing support to UHNW clients. You will facilitate, monitor, and report on investments and services, and prepare asset allocation reviews and investment proposals to support advisor and client relationships.

You will generate portfolio reports, support marketing/books for client meetings, and ensure timely execution of client needs while maintaining CRM records and collaborative

Qualifications

• 2–5 years of client service experience in wealth management or financial services.
• Series 7 and/or 65 licenses or willingness to obtain licensing while employed.
• Advanced Microsoft Office skills (Excel, PowerPoint, Word).
• Strong written and verbal communication with exceptional attention to detail.
• Highly organized with ability to manage multiple priorities in a fast-paced environment.
• Exhibits professionalism with a client-focused approach.
• Strong time management, multitasking, and problem-solving abilities.

Responsibilities

• Provide clients and their accountants with statements, tax documents, and portfolio information while delivering exceptional service.
• Collect and review documentation required for client and investment onboarding.
• Monitor capital calls, subscription activity, and redemption schedules for alternative investments.
• Support account maintenance, cash management, and other client service requests with the broader service team.
• Generate portfolio reports and analyses (performance, holdings, transactions, tax summaries, income, and fees).
• Coordinate client review meetings and update CRM records to ensure timely follow-up actions.

Skills

Client service experience

FINRA Series 7/65 licenses

Tools

MS Office (Excel, PowerPoint, Word)

Job description

The NewEdge Wealth Client Service Associate plays a key role in delivering an exceptional client experience by providing reporting, operational, and marketing support to ultra-high-net-worth (UHNW) clients in Fort Lauderdale, FL. In this role, you will work directly with clients to facilitate, monitor, and report on investments and services. Additionally, you will prepare asset allocation reviews, investment proposals, and customized marketing materials to support the advisor, prospective, and existing client relationships.

Duties/Responsibilities:

Relationship Management

• Provide clients and their accountants with account statements, tax documents, and portfolio information while delivering exceptional service and responsiveness.
• Collect and review documentation required for client and investment onboarding.
• Monitor capital calls, subscription activity, and redemption schedules for alternative investments.
• Support account maintenance, cash management, and other client service requests in collaboration with the broader service team.

Investment Solutions

• Generate portfolio reports and analyses, including performance, holdings, transaction activity, tax summaries, income, and fee reports.
• Partner to develop customized marketing and review books for client meetings and business development efforts.
• Prepare asset allocation reviews and investment proposal materials to support portfolio recommendations.
• Document client review meetings, update CRM records, and coordinate follow-up actions to ensure timely execution of client needs.

Practice Management

• Maintain accurate and up-to-date client records within CRM and contact management systems.
• Manage team calendars and coordinate daily, weekly, and monthly activities to support operational efficiency.
• Apply knowledge of risk management, compliance, and regulatory requirements in support of client service activities.

Talent Management

• Pursue ongoing professional development to enhance industry knowledge, technical skills, and professional credentials.
• Communicate training and development needs to support continuous growth and performance.
• Assist with onboarding and training new team members to facilitate successful integration into the firm.

Required Skills/Abilities:

• 2–5 years of client service experience, preferably within wealth management or financial services.
• Series 7 and/or 65 licenses or willingness to obtain licensing while employed.
• Advanced Microsoft Office Suite skills, including Excel, PowerPoint, and Word.
• Strong written and verbal communication skills with exceptional attention to detail.
• Highly organized and effectively manage multiple priorities in a fast-paced environment.
• Exhibit professionalism, strong interpersonal skills, and a client-focused approach.
• Strong time management, multitasking, and problem-solving abilities to meet team and client objectives.

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