Client Service Associate (NY, New York City)

NewEdge Wealth LLC.; New York (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial services firm in New York City is seeking a Client Service Associate to enhance client experiences by providing operational support to Financial Advisors. This role involves managing client relationships, educating clients on services, and supporting administrative tasks within a collaborative team environment.

Qualifications

• Experience in client service or financial services is preferred.
• Strong communication and interpersonal skills.
• Ability to manage multiple client accounts effectively.

Responsibilities

• Educate clients on account services and capabilities.
• Collect documentation for new accounts and services.
• Process account service requests and ensure proper documentation.

Skills

Relationship Management

Client Education

Documentation Collection

Communication

Tools

eMoney

Job description

Client Service Associate (NY, New York City)

Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and 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 administrative duties to support our inspiring and collaborative team of 2 Financial Advisors in their daily business practices (e.g., client meetings, onboarding new clients, marketing, etc.) and be the driver of firm initiatives.

Duties/Responsibilities:

1. Relationship Management

• Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.)
• Collect appropriate documentation to set up new (domestic and international) accounts and services
• Leverage various communication channels to keep in touch with clients
• 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