Client Service Associate (GA, Atlanta)

June 7, 2023

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. 



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)

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