Wealth Client Experience Associate

Appone; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Short-term disability

Long-term disability

Life insurance

Paid time off

Paid parental leave

401(k) match

Job summary

NewEdge Capital Group seeks a Client Service Associate to support a Financial Advisor, interface with clients, and drive firm initiatives. You will engage in onboarding, marketing, and operational duties to enhance client experience and team productivity.

Ideal candidates bring 2–5 years in client service, strong communication, and organizational skills, with proficiency in Microsoft Office Suite. This role offers comprehensive benefits and growth within a collaborative environment.

Qualifications

• 2-5 years of client service experience.
• Excellent written and verbal communication skills.
• Highly organized with attention to detail.

Responsibilities

• Educate prospects on the opportunity.
• Leverage various communication channels for marketing.
• Gather and host events to raise the profile of the team.
• Process account service requests with proper documentation.
• Maintain up-to-date client information in CRM.
• Provide team with current calendar and activities.
• Assist with onboarding new clients and market-related tasks.
• Support wealth strategy discussions with client data.

Skills

Client service

Communication

Attention to detail

Interpersonal skills

Highly organized

Tools

Microsoft Office Suite

Job description

NewEdge Capital Group seeks a Client Service Associate to support a Financial Advisor, interface with clients, and drive firm initiatives. You will engage in onboarding, marketing, and operational duties to enhance client experience and team productivity.

Ideal candidates bring 2–5 years in client service, strong communication, and organizational skills, with proficiency in Microsoft Office Suite. This role offers comprehensive benefits and growth within a collaborative environment.