NewEdge Wealth
Client Service Associate
NewEdge Wealth, Miami, Florida, us, 33101
Job Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, 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 our collaborative team in their daily business practices (e.g., client meetings, on-boarding 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 OnlineServices, paperless options, etc.)Collect appropriate documentation to set up new (domestic and international) accounts and servicesLeverage various communication channels to keep in touch with clientsProcess account service requests and ensure appropriate documentation
Wealth StrategyGather financial profile data to support wealth strategy discussionsUse eMoney and other software to produce solution options
Investment SolutionsInput orders within appropriate system and complete associated paperwork,
if registeredAs a registered representative,
discern appropriate trade activity to compliment 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 reports
Practice ManagementMaintain contact management systems with up-to-date key client informationProvide team with up-to-date calendar including daily, weekly, and monthly activitiesUnderstand risk awareness and regulatory knowledge
Talent ManagementProactively develop self to continuously improve knowledge, skills and credentialsCommunicate development needsAssist with on-boarding new members to the firm
Required Skills/Abilities:2-5 years of client service experienceInternational Wealth Management experience preferredSeries 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 with Microsoft Office Suite (Word, Excel)
Who We Are:EdgeCo Holdings'
is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades.
NewEdge Capital Group
provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $30 billion in client assets and support over 300 financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts.
What We Offer:Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).
Applications will be accepted on an ongoing basis.
Duties/Responsibilities:
Relationship ManagementEducate clients on account services and capabilities (e.g., how to read statements/confirms, how to use OnlineServices, paperless options, etc.)Collect appropriate documentation to set up new (domestic and international) accounts and servicesLeverage various communication channels to keep in touch with clientsProcess account service requests and ensure appropriate documentation
Wealth StrategyGather financial profile data to support wealth strategy discussionsUse eMoney and other software to produce solution options
Investment SolutionsInput orders within appropriate system and complete associated paperwork,
if registeredAs a registered representative,
discern appropriate trade activity to compliment 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 reports
Practice ManagementMaintain contact management systems with up-to-date key client informationProvide team with up-to-date calendar including daily, weekly, and monthly activitiesUnderstand risk awareness and regulatory knowledge
Talent ManagementProactively develop self to continuously improve knowledge, skills and credentialsCommunicate development needsAssist with on-boarding new members to the firm
Required Skills/Abilities:2-5 years of client service experienceInternational Wealth Management experience preferredSeries 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 with Microsoft Office Suite (Word, Excel)
Who We Are:EdgeCo Holdings'
is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades.
NewEdge Capital Group
provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $30 billion in client assets and support over 300 financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts.
What We Offer:Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).
Applications will be accepted on an ongoing basis.