Associate, Client Service

NewEdge Capital Group • Wayzata, MN

17d • Onsite

About The Position

The NewEdge Wealth Client Service Associate supports an exceptional client experience by providing reporting, operational, and marketing support to ultra-high-net-worth clients in Wayzata, Minnesota. The role works directly with clients to facilitate, monitor, and report on investments and services, and prepares asset allocation reviews, investment proposals, and customized marketing materials for advisors and prospective and existing client relationships.

This is an in-office position. The salary range is $75,000–$100,000, based on experience.

Requirements

• 3–5 years of client service experience; wealth management or financial services experience is preferred.
• Series 7 and/or Series 65 licenses, or willingness to obtain licensing while employed.
• Advanced Microsoft Office skills, including Excel, PowerPoint, and Word.
• Strong written and verbal communication skills and exceptional attention to detail.
• Highly organized, with the ability to manage multiple priorities in a fast-paced environment.
• Professionalism, strong interpersonal skills, and a client-focused approach.
• Strong time management, multitasking, and problem-solving abilities.

Nice To Haves

• Client service experience within wealth management or financial services.

Responsibilities

• Provide clients and their accountants with account statements, tax documents, and portfolio information, delivering responsive service.
• Collect and review documentation required for client and investment onboarding.
• Monitor capital calls, subscription activity, and redemption schedules for alternative investments.
• Support account maintenance, cash management, and other client service requests in collaboration with the broader service team.
• Generate portfolio reports and analyses covering performance, holdings, transaction activity, tax summaries, income, and fees.
• Help develop customized marketing and review books for client meetings and business development efforts.
• Prepare asset allocation reviews and investment proposal materials to support portfolio recommendations.
• Document client review meetings, update CRM records, and coordinate follow-up actions to ensure timely execution of client needs.
• Maintain accurate, up-to-date client records in CRM and contact management systems.
• Manage team calendars and coordinate daily, weekly, and monthly activities to support operational efficiency.
• Apply knowledge of risk management, compliance, and regulatory requirements in client service activities.
• Pursue ongoing professional development to enhance industry knowledge, technical skills, and professional credentials.
• Communicate training and development needs to support continued growth and performance.
• Assist with onboarding and training new team members.

What This Job Offers

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