NewEdge Capital Group
Client Service Associate (NY, New York City)
NewEdge Capital Group, New York, New York, us, 10261
Overview
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 role 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, onboarding new clients, marketing, etc.) and be the driver of firm initiatives. 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 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 complement 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 Assist with onboarding new members to the firm
Qualifications
2-5 years of client service experience Series 7 and 66 licensed preferred or willingness to acquire a license while on the job Excellent skills in Microsoft Office Suite (Excel, PowerPoint, Outlook) Knowledge of financial services products, including, but not limited to equities, bonds, options, managed accounts and alternatives Excellent written and verbal communication skills Highly organized with great attention to detail Excellent interpersonal skills, including being polished, amiable, courteous, professional, and patient Ability to work in a fast-paced environment Possesses exceptional multi-tasking skills and strong time-management Goal oriented, self-motivated and results driven
Compensation
Salary:
$80,000-$100,000, based on experience, plus eligibility to participate in the companys bonus program. #J-18808-Ljbffr
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 role 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, onboarding new clients, marketing, etc.) and be the driver of firm initiatives. 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 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 complement 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 Assist with onboarding new members to the firm
Qualifications
2-5 years of client service experience Series 7 and 66 licensed preferred or willingness to acquire a license while on the job Excellent skills in Microsoft Office Suite (Excel, PowerPoint, Outlook) Knowledge of financial services products, including, but not limited to equities, bonds, options, managed accounts and alternatives Excellent written and verbal communication skills Highly organized with great attention to detail Excellent interpersonal skills, including being polished, amiable, courteous, professional, and patient Ability to work in a fast-paced environment Possesses exceptional multi-tasking skills and strong time-management Goal oriented, self-motivated and results driven
Compensation
Salary:
$80,000-$100,000, based on experience, plus eligibility to participate in the companys bonus program. #J-18808-Ljbffr