UHNW Wealth Client Service & Onboarding Associate

NewEdge Wealth, LLC; Minnesota; On-site; USD 75,000 - 100,000; Full time

Job summary

NewEdge Wealth in Wayzata, MN seeks a Client Service Associate to deliver an exceptional UHNW client experience through reporting, onboarding support, and customized marketing materials. You will prepare asset allocation reviews, investment proposals, and coordinate with advisors to support client relationships.

Responsibilities include generating portfolio reports, maintaining CRM records, and guiding onboarding and training for new team members in a fast-paced office environment.

Qualifications

• 3–5 years of client service experience, preferably within wealth management or financial services.
• Series 7 and/or 65 licenses or willingness to obtain licensing while employed.
• Advanced Microsoft Office Suite skills, including Excel, PowerPoint, and Word.
• Strong written and verbal communication skills with exceptional attention to detail.
• Highly organized and effectively manage multiple priorities in a fast-paced environment.
• Exhibit professionalism, strong interpersonal skills, and a client-focused approach.
• Strong time management, multitasking, and problem-solving abilities to meet team and client objectives.
• This is an in-office position.

Responsibilities

• Relationship Management: Provide clients and their accountants with account statements, tax documents, and portfolio information while delivering exceptional service.
• Investment Solutions: Generate portfolio reports and analyses, including performance, holdings, transaction activity, tax summaries, income, and fee reports.
• Practice Management: Maintain accurate and up-to-date client records within CRM and contact management systems; manage team calendars and coordinate activities.
• Talent Management: Pursue ongoing professional development and assist with onboarding and training new team members to facilitate successful integration.

Skills

Client service experience

Series 7/65 licensing

Microsoft Office

Communication skills

Organization

Time management

Problem solving

In-office role

Tools

Microsoft Office Suite

Job description

NewEdge Wealth in Wayzata, MN seeks a Client Service Associate to deliver an exceptional UHNW client experience through reporting, onboarding support, and customized marketing materials. You will prepare asset allocation reviews, investment proposals, and coordinate with advisors to support client relationships.

Responsibilities include generating portfolio reports, maintaining CRM records, and guiding onboarding and training for new team members in a fast-paced office environment.