Wealth Client Service & Reporting Analyst

NewEdge Capital Group; Stamford (CT); On-site; USD 60,000 - 85,000; Full time

Job summary

NewEdge Capital Group is seeking a Client Service Analyst in Stamford, CT to enhance the client experience by handling reporting and marketing support for Advisors and UHNW clients. You will interface with clients to implement, track, and report alternative investment subscriptions and redemptions.

Responsibilities include producing asset allocation reviews, proposal sheets, and marketing books for prospects and clients while maintaining up-to-date client information and calendars.

Qualifications

• 2-5 years of client service experience.
• Series 7 and 66 licensed preferred or willingness to acquire a license on the job.
• Excellent skills in Microsoft Office Suite.
• Excellent written and verbal communication skills.
• Highly organized with great attention to detail.
• Excellent interpersonal skills, polished, courteous and patient.
• Ability to work in a fast-paced environment.
• Possesses exceptional multi-tasking skills and strong time-management

Responsibilities

• Provide clients and accountants with statements, tax forms and account information.
• Collect appropriate documentation to subscribe to new alternative investments.
• Track capital calls and investment/redemption schedules.
• Assist other service team members on Cashiering and account activities.
• Generate reports for review books and client requests (performance, holdings, etc.).
• Work with Advisors to construct marketing books for review meetings and prospecting.
• Prepare asset allocation review and proposal sheets.
• Take notes during client review calls and provide follow up items.

Skills

Client service experience

Series 7/66 preferred

Microsoft Office

Written and verbal communication

Organization

Interpersonal skills

Multi-tasking

Time management

Tools

Microsoft Office Suite

Job description

NewEdge Capital Group is seeking a Client Service Analyst in Stamford, CT to enhance the client experience by handling reporting and marketing support for Advisors and UHNW clients. You will interface with clients to implement, track, and report alternative investment subscriptions and redemptions.

Responsibilities include producing asset allocation reviews, proposal sheets, and marketing books for prospects and clients while maintaining up-to-date client information and calendars.