Wealth Client Services & Onboarding Associate

NewEdge Wealth, 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

401(k) match

Job summary

NewEdge Capital Group is seeking a Client Service Associate to support a Financial Advisor by servicing clients and handling operational duties. You will interface with clients and prospects, anticipate needs, resolve issues, and help implement firm initiatives.

The role includes marketing, on-boarding new clients, and coordinating daily activities. We value 2-5 years of client service experience, formal licenses preferred, and strong proficiency with Microsoft Office.

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

• Marketing: Educate prospects, leverage channels, gather and host events to raise the team's profile.
• RM / Wealth Strategy: Process service requests, collect financial profile data, use software to present solution options.
• Practice Management: Maintain CRM with up-to-date client information and calendar, manage daily/weekly/monthly activities, comprehend risk and regulatory knowledge.
• Talent Management: Develop knowledge and credentials, communicate development needs, assist onboarding new members.

Skills

Client service

Series 7/65/66 licensed

Microsoft Office

Written & verbal communication

Attention to detail

Interpersonal skills

Tools

Microsoft Office

Job description

NewEdge Capital Group is seeking a Client Service Associate to support a Financial Advisor by servicing clients and handling operational duties. You will interface with clients and prospects, anticipate needs, resolve issues, and help implement firm initiatives.

The role includes marketing, on-boarding new clients, and coordinating daily activities. We value 2-5 years of client service experience, formal licenses preferred, and strong proficiency with Microsoft Office.