Wealth Management Client Experience Specialist

NewEdge Wealth, LLC; Atlanta (GA); Hybrid; USD 55,000 - 75,000; Full time

Job summary

NewEdge Wealth, LLC is seeking a Client Service Associate to enhance the client experience by servicing clients and supporting a Financial Advisor. You will interface with clients and prospects, anticipate needs, resolve issues, and help execute daily business activities.

You will contribute to marketing efforts, assist with onboarding new clients, events, and general operations, while maintaining organized client data and calendars for the team.

Qualifications

• 2–5 years of client service experience.
• Series 7, 65 or 66 licenses preferred.
• Proficient in Microsoft Office and CRM tools.
• Excellent written and verbal communication with a polished, patient demeanor.

Responsibilities

• Market to prospects and educate them on opportunities.
• Gather and host client events; raise the team’s profile.
• Assist with onboarding new clients and supporting wealth strategy discussions.
• Maintain client data, calendars, and ensure regulatory awareness.

Skills

Client service

Series license

Microsoft Office

Communication

Attention to detail

Interpersonal skills

Job description

NewEdge Wealth, LLC is seeking a Client Service Associate to enhance the client experience by servicing clients and supporting a Financial Advisor. You will interface with clients and prospects, anticipate needs, resolve issues, and help execute daily business activities.

You will contribute to marketing efforts, assist with onboarding new clients, events, and general operations, while maintaining organized client data and calendars for the team.