Wealth Client Experience Specialist

NewEdge Wealth LLC.; Atlanta (GA); On-site; USD 45,000 - 65,000; Full time

Job summary

NewEdge Wealth LLC. in Atlanta, GA is hiring a Client Service Associate responsible for enhancing client experience through service, marketing, and operational support. The role involves direct interaction with clients and prospective clients to meet their needs and resolve problems.

The ideal candidate should have 2-5 years of client service experience, proficiency in Microsoft Office, and strong communication skills. This position plays a crucial role in supporting the Financial Advisor's operations and requires attention to detail.

Qualifications

• 2-5 years of client service experience required.
• Series 7, 65 or 66 licensed preferred.
• Excellent skills in Microsoft Office Suite.
• Highly organized with great attention to detail.
• Excellent written and verbal communication skills.

Responsibilities

• Enhance the client experience by servicing clients.
• Provide operational support to a Financial Advisor.
• Perform marketing, administrative, and operational duties.
• Gather and host events to raise the team's profile.
• Maintain contact management systems with key client information.

Skills

Client service experience

Communication skills

Attention to detail

Microsoft Office Suite

Interpersonal skills

Job description

NewEdge Wealth LLC. in Atlanta, GA is hiring a Client Service Associate responsible for enhancing client experience through service, marketing, and operational support. The role involves direct interaction with clients and prospective clients to meet their needs and resolve problems.

The ideal candidate should have 2-5 years of client service experience, proficiency in Microsoft Office, and strong communication skills. This position plays a crucial role in supporting the Financial Advisor's operations and requires attention to detail.