Analyst, Client Service
About The Position
The NewEdge Wealth Client Service Analyst enhances the client experience by providing reporting and marketing support to a team of Advisors and UHNW clients in Stamford, CT. The analyst interfaces with clients to implement, track, and report alternative investment subscriptions and redemptions. The role also produces asset allocation review and proposal sheets and marketing books for prospects and clients. The position supports relationship management, investment solutions, practice management, and talent management. Responsibilities include providing account information and documentation support, preparing reports and marketing materials, maintaining client and team information, and developing professional knowledge and skills.
Requirements
- 2–5 years of client service experience.
- Excellent skills in Microsoft Office Suite.
- Excellent written and verbal communication skills.
- Highly organized, with strong attention to detail.
- Excellent interpersonal skills, including a polished, courteous, professional, and patient manner.
- Ability to work in a fast-paced environment.
- Exceptional multitasking skills and strong time-management skills.
Nice To Haves
- Series 7 and 66 licenses are preferred; willingness to acquire a license while on the job is also accepted.
Responsibilities
- Provide clients and accountants with statements, tax forms, and account information.
- Collect appropriate documentation for subscriptions to new alternative investments.
- Track capital calls and investment and redemption schedules.
- Assist other service team members with cashiering and account activities.
- Generate performance, holdings, activity, tax summary, income, fee, and other reports for review books and client requests.
- Work with Advisors to construct marketing books for review meetings and prospecting, including system-generated reports and custom slides.
- Prepare asset allocation review and proposal sheets.
- Take notes during client review calls, enter them into the contact management system, and provide the team with follow-up items.
- Maintain contact management systems with up-to-date key client information.
- Monitor the team calendar to keep deliverables up to date.
- Maintain awareness of risk and regulatory requirements.
- Proactively develop knowledge, skills, and credentials, and communicate development needs.
- Assist with onboarding new members to the firm.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
