Client Service Analyst (CT, Stamford)

Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Analyst, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. This individual will also perform administrative and operational duties to support daily business practices (e.g., client meetings, onboarding new clients, marketing, etc.) and be the driver of firm initiatives.Duties/Responsibilities:Relationship ManagementEducate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.)Collect appropriate documentation to set up new accounts and servicesOpen new accounts, process wire requests, capital calls and other money movementLeverage various communication channels to keep in touch with clientsProcess account service requests and ensure appropriate documentationGather financial profile data to support wealth strategy discussionsUse eMoney and other software to produce solution optionsInvestment SolutionsAssist the advisor in creating recommended portfolios for clients and prospects, which will include investment research and reportingInput orders within appropriate system and complete associated paperwork,

if registeredAs a registered representative, discern appropriate trade activity to complement the portfolio strategy, and to raise funds for cashiering activitiesReview daily branch reports and alerts and process accordinglyAssist in the preparation of marketing and review reportsPractice ManagementMaintain contact management systems with up-to-date key client informationManage the team calendar with respect to client meetings, prospecting activities and investment manager updatesUnderstand risk awareness and regulatory knowledgeTalent ManagementProactively develop self to continuously improve knowledge, skills and credentialsAssist with on-boarding new members to the firmSkills & Qualifications:1-5 years of client service experience in wealth management or a related fieldSeries 7 and 66 licensed preferred or willingness to acquire a license while on the jobExcellent skills in Microsoft Office SuiteExcellent written and verbal communication skillsHighly organized with great attention to detailExcellent interpersonal skills, including being polished, courteous, professional, and patientAbility to work in a fast-paced environmentPossesses exceptional multi-tasking skills and strong time-managementExperience working at an independent registered investment advisor (RIA) preferred

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