Wealth Advisory Client Experience Associate

NewEdge Advisors; Atlanta (GA); On-site; USD 50,000 - 65,000; Full time

Job summary

NewEdge Advisors in Atlanta, Georgia is seeking a Client Service Associate. This individual is responsible for enhancing the client experience by servicing clients and providing operational support to a Financial Advisor. Responsibilities include marketing, administrative duties, and maintaining client information.

The ideal candidate should have 2-5 years of client service experience and excellent skills in Microsoft Office. A Series 7, 65 or 66 license is preferred.

Qualifications

• 2-5 years of client service experience is required.
• Strong skills in Microsoft Office Suite are essential.
• Excellent written and verbal communication skills are necessary.

Responsibilities

• Enhance the client experience by servicing clients and providing operational support.
• Perform marketing, administrative, and operational duties.
• Maintain contact management systems with up-to-date client information.

Skills

Client service experience

Microsoft Office Suite

Communication skills

Organizational skills

Attention to detail

Interpersonal skills

Education

Series 7, 65 or 66 license preferred

Job description

NewEdge Advisors in Atlanta, Georgia is seeking a Client Service Associate. This individual is responsible for enhancing the client experience by servicing clients and providing operational support to a Financial Advisor. Responsibilities include marketing, administrative duties, and maintaining client information.

The ideal candidate should have 2-5 years of client service experience and excellent skills in Microsoft Office. A Series 7, 65 or 66 license is preferred.