Client Service Associate

3 weeks ago

miami, United States NewEdge Wealth Full time

Job Summary:

Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and 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 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.


Duties/Responsibilities:


Relationship Management

  • Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online
  • Services, paperless options, etc.)
  • Collect appropriate documentation to set up new (domestic and international) accounts and services
  • Leverage various communication channels to keep in touch with clients
  • Process account service requests and ensure appropriate documentation

Wealth Strategy

  • Gather financial profile data to support wealth strategy discussions
  • Use eMoney and other software to produce solution options

Investment Solutions

  • Input orders within appropriate system and complete associated paperwork, if registered
  • As a registered representative, discern appropriate trade activity to compliment the portfolio strategy, and to raise funds for cashiering activities
  • Review daily branch reports and alerts and process accordingly
  • Assist in the preparation of marketing and review reports

Practice Management

  • 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

Talent Management

  • Proactively develop self to continuously improve knowledge, skills and credentials
  • Communicate development needs
  • Assist with on-boarding new members to the firm


Required Skills/Abilities:

  • 2-5 years of client service experience
  • International Wealth Management experience preferred
  • Series 7 and 66 licensed preferred or willingness to acquire a license while on the job
  • 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
  • Ability to work in a fast-paced environment
  • Possesses exceptional multi-tasking skills and strong time-management
  • Experience with Microsoft Office Suite (Word, Excel)



Who We Are:

EdgeCo Holdings' is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades.


NewEdge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $30 billion in client assets and support over 300 financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts.



What We Offer:

Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).



Applications will be accepted on an ongoing basis.

  • Client Service Associate

    4 weeks ago

    Miami, Florida, United States Banco de Credito e Inversiones Full time

    Job DescriptionAt Banco de Credito e Inversiones, we are seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional customer service to our clients, while also supporting our Bankers/Financial Advisors in their daily activities.Key Responsibilities:Provide...

  • Client Service Associate

    7 days ago

    Miami, United States NewEdge Wealth Full time

    Job Summary: Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and 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...

  • Client Service Associate

    3 weeks ago

    Miami, United States NewEdge Wealth Full time

    Job Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and 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...

  • Client Service Associate

    3 weeks ago

    Miami, United States NewEdge Wealth Full time

    Job Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and 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...

  • Client Service Associate

    3 weeks ago

    miami, United States NewEdge Wealth Full time

    Job Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and 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...

  • Client Services Associate

    4 weeks ago

    Miami, United States Citigroup Inc Full time

    The Client Services Associate role at Citigroup Inc. is a dynamic position that requires a developing professional to identify policy and apply specialty knowledge in monitoring and assessing processes and data. This role integrates established disciplinary knowledge within the specialty area with a basic understanding of related industry practices. The...

  • Client Service Associate

    4 weeks ago

    Miami, United States Oppenheimer & Co. Full time

    Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...

  • Client Services Associate

    2 months ago

    North Miami Beach, United States Safra National Bank Full time

    Client Services Associate | Aventura, Florida Safra National Bank of New York ("Safra National") is a nationally chartered U.S. Bank supervised by the Office of the Comptroller of the Currency and member of the Federal Deposit Insurance Corporation (FDIC). Headquartered in New York, with a branch in Florida and representative offices in Brazil, Chile,...

  • Client Service Associate

    2 weeks ago

    Miami, FL, United States NewEdge Wealth Full time

    Job Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and 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...

  • Client Service Coordinator

    4 weeks ago

    Miami, United States Banfield Full time

    SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...

  • Client Services Navigator

    4 weeks ago

    Miami, Florida, United States United Way Miami Full time

    Job DescriptionUnited Way Miami is seeking a Client Services Navigator to join our team. As a Client Services Navigator, you will act as a primary point of contact for clients, helping them access and navigate a range of services tailored to their circumstances.Key Responsibilities:Provide assistance and support to clients facing financial crises, helping to...

  • Private Wealth Client Associate

    4 weeks ago

    Miami, Florida, United States Bank of America Full time

    Job SummaryThis role is responsible for delivering exceptional client service to Financial Advisors and their clients at Bank of America. Key responsibilities include supporting strategic objectives, operational excellence, and client advocacy within the FA's business, while customizing solutions based on their specific needs.Key Responsibilities:Provide...

  • Senior Registered Client Service Associate

    2 months ago

    Miami, United States Ascendo Resources Full time

    Responsibilities:Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity.Proactively communicate with clients to address inquiries, provide updates on account activity, and offer support as needed.Anticipate client needs and identify opportunities to enhance the client experience...

  • Wealth Management Client Associate

    2 weeks ago

    Miami, United States Bank of America Full time

    Job Description:You could be just the right applicant for this job Read all associated information and make sure to apply.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind...

  • Holiday Retail Support Associate

    4 weeks ago

    Miami, Florida, United States Recruiting Firm - Client Company Full time

    Job Title: Holiday Retail Support AssociateJob Summary: We are seeking a highly competent and proactive Sales and Stock Associate to join our team in a Contracted capacity. As a Sales and Stock Associate, you will be responsible for delivering outstanding one-on-one customer service, assisting the operations team in maintaining stockroom organization, and...

  • Tax Senior Associate

    5 months ago

    Miami, United States CohnReznick LLP Full time

    As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Senior Associate to join our Private...

  • Tax Senior Associate

    2 weeks ago

    miami, United States CohnReznick LLP Full time

    As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Senior Associate to join our Private...

  • Tax Senior Associate

    3 days ago

    Miami, United States CohnReznick LLP Full time

    Remember to check your CV before applying Also, ensure you read through all the requirements related to this role. As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything...

  • Tax Senior Associate

    3 days ago

    Miami, United States CohnReznick LLP Full time

    Remember to check your CV before applying Also, ensure you read through all the requirements related to this role. As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything...

  • Tax Senior Associate

    2 weeks ago

    miami, United States CohnReznick LLP Full time

    As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Senior Associate to join our Private...