UHNW Client Service Analyst: Reports, Allocations & Books

NewEdge Wealth, LLC; Stamford (CT); On-site; USD 65,000 - 95,000; Full time

Job summary

NewEdge Wealth is seeking a Client Service Analyst in Stamford, CT to enhance the client experience by delivering reporting and marketing support for Advisors and UHNW clients. You will manage alternative investment subscriptions, track commitments, and report on performance and asset allocations.

You will also prepare marketing books, review allocation proposals, and maintain CRM notes, while collaborating with advisors and the service team in a fast-paced environment.

Qualifications

• 2-5 years of client service experience.
• Series 7 and 66 licensed preferred or willingness to acquire a license while on the job.
• 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.
• Ability to work in a fast-paced environment.
• Possesses exceptional multi-tasking skills and strong time-management.

Responsibilities

• Provide clients and accountants with statements, tax forms and account information.
• Collect appropriate documentation to subscribe to new alternative investments.
• Track capital calls and investment/redemption schedules.
• Assist other service team members on Cashiering and account activities.
• Generate reports for review books and client requests.
• Work with Advisors to construct marketing books for review meetings and prospecting.
• Prepare asset allocation review and proposal sheets.
• Take notes during client review calls and provide follow up items.

Skills

Client service experience

Written & verbal communication

Interpersonal skills

Time management

Attention to detail

Multitasking

Team collaboration

Education

Series 7 & 66 license preferred (or willingness to obtain)

Tools

Microsoft Office Suite

Job description

NewEdge Wealth is seeking a Client Service Analyst in Stamford, CT to enhance the client experience by delivering reporting and marketing support for Advisors and UHNW clients. You will manage alternative investment subscriptions, track commitments, and report on performance and asset allocations.

You will also prepare marketing books, review allocation proposals, and maintain CRM notes, while collaborating with advisors and the service team in a fast-paced environment.