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 duties to support our inspiring and collaborative team of 2 Financial Advisors 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 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
- Organize and input data for Client Wealth Strategy Reviews
- Be proactive in researching Wealth Strategy solutions to optimize client goals and tactical recommendations
- Review Wealth Strategy models for data accuracy
- Maintain organized accountings of Client Advisory Councils, including CPA and Trusts & Estate Attorney information
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
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:
- 1-5 years of client service experience
- Series 7 and 66 licensed preferred or willingness to acquire a license while on the job
- College Degree preferred
- 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.