Client Service Analyst - White-Glove Advisory Support

NewEdge Capital Group LLC; Coral Gables (FL); On-site; USD 48,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Short-term disability

Long-term disability

Life insurance

PTO

Job summary

NewEdge Capital Group is seeking a Client Service Analyst in Coral Gables, FL, to provide high-touch service and administrative support to Financial Advisors and the Client Service Team. The role emphasizes accuracy, regulatory awareness, and collaborative problem-solving in a fast-paced environment.

The ideal candidate will have a Bachelor's degree and 1–2 years of client service or financial services experience, with strong English communication and advanced Excel skills to manage client

Qualifications

• Bachelor's degree required.
• 1-2 years in financial services, banking, wealth management, or client service.
• Proficient in Microsoft Office with advanced Excel skills preferred.
• Excellent written and verbal English communication.
• Strong attention to detail and organization.

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, including statements, online access, and paperless enrollment.
• Process client service requests and ensure documentation is complete and accurate.
• Maintain client records and contact management systems with up-to-date information.
• Prepare and process paperwork for new accounts, maintenance, insurance and annuity transactions, 529 plans, and other documents.
• Support onboarding and debriefing action items for clients.
• Process banking and client-related transactions per firm procedures.
• Review daily reports and operational items and take appropriate action.
• Follow firm policies, procedures, and technology systems; ensure regulatory awareness.

Skills

Bachelor's degree

Client service

Administrative support

Attention to detail

Time management

Written & verbal English

Team collaboration

Strong communication

Education

Bachelor's degree from an accredited college or university

Tools

Microsoft Office

Excel

Job description

NewEdge Capital Group is seeking a Client Service Analyst in Coral Gables, FL, to provide high-touch service and administrative support to Financial Advisors and the Client Service Team. The role emphasizes accuracy, regulatory awareness, and collaborative problem-solving in a fast-paced environment.

The ideal candidate will have a Bachelor's degree and 1–2 years of client service or financial services experience, with strong English communication and advanced Excel skills to manage client