Client Services Associate

NewEdge Wealth, LLC; Atlanta (GA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

Paid time off

401(k) match

Job summary

NewEdge Capital Group is seeking a Client Service Associate to support a Financial Advisor by servicing clients and handling operational duties. You will interface with clients and prospects, anticipate needs, resolve issues, and help implement firm initiatives.

The role includes marketing, on-boarding new clients, and coordinating daily activities. We value 2-5 years of client service experience, formal licenses preferred, and strong proficiency with Microsoft Office.

Qualifications

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

Responsibilities

• Marketing: Educate prospects, leverage channels, gather and host events to raise the team's profile.
• RM / Wealth Strategy: Process service requests, collect financial profile data, use software to present solution options.
• Practice Management: Maintain CRM with up-to-date client information and calendar, manage daily/weekly/monthly activities, comprehend risk and regulatory knowledge.
• Talent Management: Develop knowledge and credentials, communicate development needs, assist onboarding new members.

Skills

Client service

Series 7/65/66 licensed

Microsoft Office

Written & verbal communication

Attention to detail

Interpersonal skills

Tools

Microsoft Office

Job description

Job Summary:

The 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

RM / Wealth Strategy

• 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
• Communicate development needs
• 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 skills
• Highly organized with great attention to detail
• Excellent interpersonal skills, including being polished, courteous, professional, and patient

Salary Range: $70,000 - $100,000, based on experience

Who We Are:

NewEdge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $120 billion in client assets and support over 450+ financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts.

What We Offer:

Compensation includes a competitive base salary, with the opportunity to qualify for bonuses or commissions based on the position. NewEdge Capital Group offers a comprehensive benefits package to eligible employees, including health, dental, and vision insurance, short- and long-term disability coverage, life insurance, paid time off, paid parental leave, 401(k) match (subject to applicable waiting periods), and additional voluntary and supplemental benefits to elect based on your needs.

Applications will be accepted on an ongoing basis.