Associate, Client Service (GA, Atlanta)

NewEdge Wealth LLC.; Atlanta (GA); On-site; USD 45,000 - 65,000; Full time

Job summary

NewEdge Wealth LLC. in Atlanta, GA is hiring a Client Service Associate responsible for enhancing client experience through service, marketing, and operational support. The role involves direct interaction with clients and prospective clients to meet their needs and resolve problems.

The ideal candidate should have 2-5 years of client service experience, proficiency in Microsoft Office, and strong communication skills. This position plays a crucial role in supporting the Financial Advisor's operations and requires attention to detail.

Qualifications

• 2-5 years of client service experience required.
• Series 7, 65 or 66 licensed preferred.
• Excellent skills in Microsoft Office Suite.
• Highly organized with great attention to detail.
• Excellent written and verbal communication skills.

Responsibilities

• Enhance the client experience by servicing clients.
• Provide operational support to a Financial Advisor.
• Perform marketing, administrative, and operational duties.
• Gather and host events to raise the team's profile.
• Maintain contact management systems with key client information.

Skills

Client service experience

Communication skills

Attention to detail

Microsoft Office Suite

Interpersonal skills

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 skillsHighly organized with great attention to detail
• Excellent interpersonal skills, including being polished, courteous, professional, and patient