Analyst, Client Service

NewEdge Capital Group • Coral Gables, FL

2d

About The Position

The Client Service Analyst plays a critical role in delivering a best-in-class client experience by providing administrative and operational support to Financial Advisors and the Client Service Team. The ideal candidate is highly organized, client-focused, and thrives in a collaborative, fast-paced environment. You will become part of a team dedicated to delivering a "white glove" service experience while supporting clients through all aspects of their financial relationship.

Requirements

• Bachelor's degree from an accredited college or university.
• 1-2 years of financial services, banking, wealth management, or client service experience.
• Strong proficiency in Microsoft Office Suite, with advanced Excel skills preferred.
• Excellent written and verbal English communication skills.
• Strong attention to detail and organizational skills.
• Ability to prioritize tasks, manage time effectively, and meet deadlines.
• A positive attitude with a commitment to providing outstanding client service.
• Team-oriented mindset with strong interpersonal skills.

Nice To Haves

• Active Series 7 and Series 66 licenses or willingness to obtain licensing while employed.
• Previous experience supporting financial advisors or wealth management teams.
• Familiarity with brokerage, investment, insurance, or financial planning operations.

Responsibilities

• Serve as a primary point of contact for client service inquiries and requests.
• Deliver a professional, responsive, and high-touch client experience.
• Assist clients with account services and capabilities, including: Understanding account statements and confirmations, Online account access and service features, Paperless enrollment and account maintenance options.
• Process client service requests and ensure all required documentation is complete and accurate.
• Maintain client records and contact management systems with up-to-date information.
• Prepare and process paperwork related to: New account openings, Account maintenance requests, Insurance and annuity transactions, 529 Plans, Third-party administrative documents.
• Support client onboarding and client meeting debriefing action items.
• Process banking and other client-related transactions according to firm procedures.
• Review daily reports, alerts, and operational items and take appropriate action.
• Follow firm policies, procedures, and technology systems.
• Maintain a high level of regulatory awareness and risk management.
• Assist with operational workflows to ensure accuracy, efficiency, and compliance.
• Enter client orders and complete associated paperwork when appropriately licensed and authorized.
• Continuously develop industry knowledge, technical skills, and professional credentials.
• Successfully complete required licensing examinations and training programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level