Wealth Client Service & Onboarding Associate

NewEdge Capital Group LLC; Atlanta (GA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

Paid time off

Parental leave

401(k) match

Job summary

NewEdge Capital Group is seeking a Client Service Associate to enhance the client experience and support a Financial Advisor. You will interface with clients, anticipate needs, resolve issues, and help with onboarding, marketing, and operations.

The role involves coordinating client meetings, maintaining data, and contributing to firm initiatives while using tools like eMoney. Compensation reflects base salary with potential bonuses, benefits, and growth opportunities.

Qualifications

• 2-5 years of client service experience.
• Series 7, 65 or 66 licensed preferred.
• Excellent written and verbal communication skills.
• Highly organized with great attention to detail.
• Excellent interpersonal skills, including being polished, courteous, professional, and patient.

Responsibilities

• Marketing: Educate prospects on the opportunity.
• Leverage various communication channels for marketing.
• Gather and host events and raise profile of the team.
• Process account service requests and ensure appropriate documentation.
• Gather financial profile data to support wealth strategy discussions.
• Use eMoney and other software to produce solution options.
• Practice Management: Maintain contact management systems with up-to-date key client information.
• Provide team with up-to-date calendar including daily, weekly, and monthly activities.
• Understand risk awareness and regulatory knowledge.
• Talent Management: Proactively develop self to continuously improve knowledge, skills and credentials.
• Assist with on-boarding new members to the firm.

Skills

Client service experience

Series 7/65/66 license

MS Office

Written & verbal communication

Organizational skills

Interpersonal skills

Tools

Microsoft Office Suite

Job description

NewEdge Capital Group is seeking a Client Service Associate to enhance the client experience and support a Financial Advisor. You will interface with clients, anticipate needs, resolve issues, and help with onboarding, marketing, and operations.

The role involves coordinating client meetings, maintaining data, and contributing to firm initiatives while using tools like eMoney. Compensation reflects base salary with potential bonuses, benefits, and growth opportunities.