Wealth Management Client Service Associate

NewEdge Wealth LLC.; Fort Lauderdale, Northern (FL, KY); Hybrid; USD 55,000 - 85,000; Full time

Job summary

NewEdge Wealth LLC in Fort Lauderdale, FL seeks a Client Service Associate to deliver reporting, operational, and marketing support to UHNW clients. You will facilitate, monitor, and report on investments and services, and prepare asset allocation reviews and investment proposals to support advisor and client relationships.

You will generate portfolio reports, support marketing/books for client meetings, and ensure timely execution of client needs while maintaining CRM records and collaborative

Qualifications

• 2–5 years of client service experience in wealth management or financial services.
• Series 7 and/or 65 licenses or willingness to obtain licensing while employed.
• Advanced Microsoft Office skills (Excel, PowerPoint, Word).
• Strong written and verbal communication with exceptional attention to detail.
• Highly organized with ability to manage multiple priorities in a fast-paced environment.
• Exhibits professionalism with a client-focused approach.
• Strong time management, multitasking, and problem-solving abilities.

Responsibilities

• Provide clients and their accountants with statements, tax documents, and portfolio information while delivering exceptional service.
• 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 with the broader service team.
• Generate portfolio reports and analyses (performance, holdings, transactions, tax summaries, income, and fees).
• Coordinate client review meetings and update CRM records to ensure timely follow-up actions.

Skills

Client service experience

FINRA Series 7/65 licenses

Tools

MS Office (Excel, PowerPoint, Word)

Job description

NewEdge Wealth LLC in Fort Lauderdale, FL seeks a Client Service Associate to deliver reporting, operational, and marketing support to UHNW clients. You will facilitate, monitor, and report on investments and services, and prepare asset allocation reviews and investment proposals to support advisor and client relationships.

You will generate portfolio reports, support marketing/books for client meetings, and ensure timely execution of client needs while maintaining CRM records and collaborative