UHNW Wealth Client Service & Reporting Analyst

NewEdge Capital Group; Fort Lauderdale (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

NewEdge Capital Group in Fort Lauderdale, FL seeks a Wealth Client Service Analyst to deliver reporting, onboarding, and client support for ultra-high-net-worth clients. You will prepare asset allocation reviews, investment proposals, and customized marketing materials to support the advisor, prospective, and existing client relationships.

Responsibilities include generating portfolio reports, maintaining CRM, coordinating with the service team, and ensuring timely execution of client needs.

Qualifications

• 2–5 years of client service experience in wealth management or financial services.
• Series 7 and/or 65 licenses or willingness to obtain while employed.
• Advanced MS Office skills (Excel, PowerPoint, Word).
• Strong written and verbal communication with attention to detail.
• Highly organized with the ability to manage multiple priorities.

Responsibilities

• Deliver reporting, onboarding documentation, and client support for UHNW clients.
• Prepare asset allocation reviews, investment proposals, and customized marketing materials.
• Document client reviews, update CRM records, and coordinate follow-up actions.
• Maintain client records and support operational efficiency with the service team.

Skills

Client service

Wealth management

Series 7/65

Excel

Communication

Tools

Microsoft Office Suite

Job description

NewEdge Capital Group in Fort Lauderdale, FL seeks a Wealth Client Service Analyst to deliver reporting, onboarding, and client support for ultra-high-net-worth clients. You will prepare asset allocation reviews, investment proposals, and customized marketing materials to support the advisor, prospective, and existing client relationships.

Responsibilities include generating portfolio reports, maintaining CRM, coordinating with the service team, and ensuring timely execution of client needs.