Wealth Client Service Analyst — UHNW Reporting & Onboarding

NewEdge Wealth; Fort Lauderdale (FL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health

Dental

Vision

Short-term disability

Long-term disability

Life insurance

PTO

401(k) match

Job summary

NewEdge Wealth Client Service Analyst position in Fort Lauderdale, FL focuses on delivering reporting, operational, and marketing support to UHNW clients. You will work directly with clients to facilitate, monitor, and report on investments and services.

The role includes preparing asset allocation reviews, investment proposals, and customized marketing materials to support advisor and client relationships. Strong emphasis on accuracy, responsiveness, and team collaboration.

Qualifications

• 2–5 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 with attention to detail.
• Highly organized with the ability to manage multiple priorities in a fast-paced environment.
• Professional demeanor and client-focused approach.
• Ability to collaborate with cross-functional teams.

Responsibilities

• Provide clients and their accountants with account statements, tax documents, and portfolio information while delivering exceptional service and responsiveness.
• Collect and review documentation required for client and investment onboarding.
• Monitor capital calls, subscription activity, and redemption schedules for alternative investments.
• Support account maintenance, cash management, and other client service requests in collaboration with the broader service team.
• Document client review meetings, update CRM records, and coordinate follow-up actions to ensure timely execution of client needs.
• Maintain accurate and up-to-date client records within CRM and contact management systems.

Skills

Client service experience

Communication skills

Attention to detail

Time management

Problem-solving

Organizational skills

Client-focused approach

Tools

Excel

PowerPoint

Word

Job description

NewEdge Wealth Client Service Analyst position in Fort Lauderdale, FL focuses on delivering reporting, operational, and marketing support to UHNW clients. You will work directly with clients to facilitate, monitor, and report on investments and services.

The role includes preparing asset allocation reviews, investment proposals, and customized marketing materials to support advisor and client relationships. Strong emphasis on accuracy, responsiveness, and team collaboration.