Associate, Client Service

NewEdge Capital Group • Fort Lauderdale, FL

8d • 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 Fort Lauderdale, Florida. The role works directly with clients to facilitate, monitor, and report on investments and services. It also prepares asset allocation reviews, investment proposals, and customized marketing materials to support advisors and prospective and existing client relationships.

Requirements

• 2–5 years of client service experience; wealth management or financial services experience is preferred.
• Series 7 and/or 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.
• Strong organizational skills and 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 while 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, including performance, holdings, transaction activity, tax summaries, income, and fees.
• Partner in developing 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.
• Maintain accurate and current 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 to client service activities.
• Pursue professional development to enhance industry knowledge, technical skills, and credentials, and communicate training needs.
• 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