Wealth Client Services & Reporting Analyst

NewEdge Capital Group LLC; Stamford (CT); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid time off

Job summary

The NewEdge Wealth Client Service Analyst is responsible for enhancing the client experience by providing reporting and marketing support to a team of Advisors and UHNW clients in Stamford, CT. As a Client Service Analyst, you will interface with clients to implement, track, and report alternative investment subscriptions and redemptions.

This individual will also produce Asset Allocation review and proposal sheets and marketing books for prospects and clients.

Qualifications

• 2–5 years of client service experience.
• Series 7 and 66 licensed preferred or willingness to acquire.
• Excellent written and verbal communication skills.
• Highly organized with strong time-management and attention to detail.
• Polished, courteous, professional and patient interpersonal skills.

Responsibilities

• Provide clients and accountants with statements, tax forms and account information.
• Collect documentation to subscribe to new alternative investments.
• Track capital calls and investment/redemption schedules.
• Assist with Cashiering and account activities.
• Generate reports for review books and client requests and prepare asset allocation reviews and proposal sheets.

Skills

Client service experience

Series 7/66 preferred

Microsoft Office

Written communication

Verbal communication

Time management

Attention to detail

Interpersonal skills

Fast-paced environment

Tools

Microsoft Office

Job description

The NewEdge Wealth Client Service Analyst is responsible for enhancing the client experience by providing reporting and marketing support to a team of Advisors and UHNW clients in Stamford, CT. As a Client Service Analyst, you will interface with clients to implement, track, and report alternative investment subscriptions and redemptions.

This individual will also produce Asset Allocation review and proposal sheets and marketing books for prospects and clients.