Associate, Client Service
About The Position
Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to a Financial Advisor at 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 marketing, 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.
Requirements
- 2-5 years of client service experience
- Excellent skills in Microsoft Office Suite
- Excellent written and verbal communication skills
- Highly organized with great attention to detail
- Excellent interpersonal skills, including being polished, courteous, professional, and patient
Nice To Haves
- Series 7, 65 or 66 licensed preferred
Responsibilities
- Educate prospects on the opportunity
- Leverage various communication channels for marketing
- Gather and host events and raise profile of the team
- Process account service requests and ensure appropriate documentation
- Gather financial profile data to support wealth strategy discussions
- Use eMoney and other software to produce solution options
- Maintain contact management systems with up-to-date key client information
- Provide team with up-to-date calendar including daily, weekly, and monthly activities
- Understand risk awareness and regulatory knowledge
- Proactively develop self to continuously improve knowledge, skills and credentials
- Communicate development needs
- Assist with on-boarding 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
