Wealth Client Services Associate

NewEdge Capital Group; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

NewEdge Wealth in Atlanta is seeking a Client Service Associate to enhance the client experience by servicing clients and providing operational support to a Financial Advisor. You will interface with clients and prospective clients, anticipate needs, resolve issues, and drive firm initiatives through client meetings and onboarding activities.

The role includes marketing, administrative and operational duties to support the team, including on-boarding new clients and coordinating events, with a

Qualifications

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

Responsibilities

• Support client meetings and onboarding of new clients.
• Conduct marketing activities and event coordination.
• Maintain client data and documentation in CRM.
• Support wealth strategy discussions with client data.
• Assist with talent management and onboarding new team members.

Skills

Client service

Communication

Organization

Interpersonal skills

Microsoft Office

Tools

eMoney

CRM software

Job description

NewEdge Wealth in Atlanta is seeking a Client Service Associate to enhance the client experience by servicing clients and providing operational support to a Financial Advisor. You will interface with clients and prospective clients, anticipate needs, resolve issues, and drive firm initiatives through client meetings and onboarding activities.

The role includes marketing, administrative and operational duties to support the team, including on-boarding new clients and coordinating events, with a