Wealth Client Services & Reporting Analyst

NewEdge Capital Group; Minnesota; On-site; USD 75,000 - 100,000; Full time

Job summary

NewEdge Capital Group is seeking a Client Service Associate to deliver exceptional UHNW client experiences in Wayzata, MN. You will provide reporting, operational, and marketing support to clients, preparing asset allocation reviews and investment proposals to assist advisors and strengthen client relationships.

The role emphasizes managing client documentation, maintaining CRM records, and coordinating follow-up actions to ensure timely service delivery in a fast-paced environment.

Qualifications

• 3–5 years of client service experience in wealth management or financial services.
• Series 7 and/or 65 license or willingness to obtain.
• Advanced Microsoft Office skills (Excel, PowerPoint, Word).
• Strong written and verbal communication with attention to detail.
• Highly organized with ability to manage multiple priorities.
• In-office position.

Responsibilities

• Provide clients and their accountants with account statements, tax documents, and portfolio information while delivering exceptional service and responsiveness.
• Collect and review documentation required for client and investment onboarding.
• Monitor capital calls, subscription activity, and redemption schedules for alternative investments.
• Support account maintenance, cash management, and other client service requests in collaboration with the broader service team.

Skills

Client service experience

Licensing (Series 7/65)

Microsoft Office

Communication skills

Time management

Attention to detail

Tools

Microsoft Office Suite

Job description

NewEdge Capital Group is seeking a Client Service Associate to deliver exceptional UHNW client experiences in Wayzata, MN. You will provide reporting, operational, and marketing support to clients, preparing asset allocation reviews and investment proposals to assist advisors and strengthen client relationships.

The role emphasizes managing client documentation, maintaining CRM records, and coordinating follow-up actions to ensure timely service delivery in a fast-paced environment.