UHNW Client Services Associate - Fort Lauderdale

NewEdge Capital Group

Fort Lauderdale (FL)

On-site

USD 65,000 - 90,000

Full time

2 days ago

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Job summary

NewEdge Capital Group in Fort Lauderdale, FL seeks a Wealth Client Service Associate to support UHNW clients with reporting, onboarding, and marketing materials for advisory services. The role emphasizes preparing asset allocation reviews and investment proposals, generating portfolio reports, and maintaining CRM records while coordinating with the advisor and service team to ensure timely client outcomes.

Requires 2–5 years in client service and Series 7/65 licenses (or willingness to obtain)

Qualifications

2–5 years of client service experience in wealth management or financial services.
Series 7 and/or 65 licenses or willingness to obtain licensing while employed.
Advanced Microsoft Office Suite skills: Excel, PowerPoint, Word, with strong written and verbal communication.

Responsibilities

Provide clients with account statements, tax documents, and portfolio information while delivering exceptional service and responsiveness.
Prepare asset allocation reviews and investment proposals to support portfolio recommendations.
Develop customized marketing and review books for client meetings and business development efforts.
Document client review meetings, update CRM records, and coordinate follow-up actions to ensure timely execution of client needs.