Client Service Analyst — White-Glove Client Experience

NewEdge Capital Group; Coral Gables (FL); Hybrid; USD 52,000 - 75,000; Full time

Job summary

NewEdge Capital Group seeks a Client Service Analyst in Coral Gables, FL. You will provide high-touch client service, support Financial Advisors, and handle administrative duties to ensure smooth client experiences.

You will manage account-related tasks, navigate statements and online access, and maintain accurate client records while upholding regulatory standards and ongoing professional development.

Qualifications

• Bachelor's degree required.
• 1-2 years in financial services, banking, wealth management, or client service.
• Strong proficiency in Microsoft Office, advanced Excel preferred.
• Excellent written and verbal English communication.
• Strong attention to detail and organizational skills.
• Ability to prioritize tasks, manage time, and meet deadlines.
• Positive attitude with a commitment to outstanding client service.
• Team-oriented mindset with strong interpersonal skills.

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 (statements, online access, paperless enrollment).
• Process client service requests and ensure documentation is complete and accurate.
• Maintain client records and contact management systems.
• Prepare and process paperwork for new accounts, maintenance, insurance/annuities, 529 plans, and third-party documents.
• Support onboarding and debriefing action items after meetings.
• Process banking and client-related transactions per firm procedures.
• Review daily reports and take appropriate action.
• Follow firm policies, procedures, and regulatory requirements.
• Assist with licensing examinations and training programs.

Skills

Excellent English communication

Attention to detail

Organizational skills

Time management

Team-oriented

Customer service mindset

Education

Bachelor's degree

Tools

Microsoft Office Suite (Excel)

Job description

NewEdge Capital Group seeks a Client Service Analyst in Coral Gables, FL. You will provide high-touch client service, support Financial Advisors, and handle administrative duties to ensure smooth client experiences.

You will manage account-related tasks, navigate statements and online access, and maintain accurate client records while upholding regulatory standards and ongoing professional development.