Client Service Analyst

at  NewEdge Capital Group LLC

JOB SUMMARY:

Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to a top Wealth Management team. This individual will be responsible for account opening and maintenance, reporting, cashiering activities, and other client supportive services.

SKILLS/ABILITIES:

• 1-3 years of client service experience preferred
• Financial Services industry experience preferred
• Series 7 and 66 licensed or willingness to acquire a license while on the job
• College Degree
• 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)

Relationship Management

• Communicate with UHNW clients and prospective clients verbally and in writing
• Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.)
• Process client service requests like account transfers, disbursements, tax reports (for instance)

Account Management

• Collect appropriate documentation to set up new accounts
• Process service requests and send confirmations of completion
• Review daily reports and alerts and process accordingly

Investment Solutions

• Prepare client reporting materials for review meetings
• Prepare marketing books for client communications

Practice Management

• Maintain contact management systems with up-to-date key client information
• Monitor team calendar for up-to-date deliverables
• 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