Wealth Client Services Associate

NewEdge Capital Group; Atlanta, Northern (GA, KY); Hybrid; USD 45,000 - 65,000; Full time

Job summary

NewEdge Wealth 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 support the team with meetings, onboarding, and marketing efforts.

The role emphasizes collaboration, rigorous organization, and professional communication to help drive the firm’s initiatives and client satisfaction.

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 marketing activities, events, and client outreach to raise the team profile
• Maintain client data, calendars, and documentation across systems for daily operations
• Assist with onboarding new clients and servicing client meetings with the wealth advisor

Skills

Client service

Series 7/65/66 (preferred)

Microsoft Office

Communication skills

Organizational skills

Interpersonal skills

Tools

Microsoft Office Suite

Job description

NewEdge Wealth 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 support the team with meetings, onboarding, and marketing efforts.

The role emphasizes collaboration, rigorous organization, and professional communication to help drive the firm’s initiatives and client satisfaction.