Associate, Client Service

NewEdge Capital Group • Atlanta, GA

2d

About The Position

The Client Service Associate enhances the client experience by servicing clients and providing operational support to a Financial Advisor at NewEdge Wealth. The role interfaces with clients and prospective clients, anticipates their needs, resolves problems, and follows through to provide exceptional service. It also performs marketing, administrative, and operational duties to support the team’s daily business practices, including client meetings and onboarding new clients, and helps drive 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 license preferred.

Responsibilities

• Educate prospects on the opportunity and use various communication channels for marketing.
• Gather and host events and raise the 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 the team with an up-to-date calendar of daily, weekly, and monthly activities.
• Maintain risk awareness and regulatory knowledge.
• Proactively develop knowledge, skills, and credentials; communicate development needs.
• Assist with onboarding new members to the firm.
• Support client meetings, new-client onboarding, marketing, and other team business practices.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed