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Added 36 mins ago
Associate, Client Service
NewEdge Capital Group LLC
Atlanta, GA
Added 19 hours ago
Sr Associate, Compliance Supervision
NewEdge Capital Group LLC
New Orleans, LA
Added 1 day ago
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NewEdge Capital Group LLC
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Pittsburgh, PA
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NewEdge Capital Group LLC

Associate, Client Service

Atlanta, GA, United States

Salary Range: $70,000 - $100,000, based on experience

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Job details

Pay: Salary Range: $70,000 - $100,000, based on experience
Experience: 2-5 years of client service experience
Posting language: English
Posted: Nov 6, 2026

Original job description

Job Summary:

Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to a Financial Advisor at 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 marketing, 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:

Marketing

Educate prospects on the opportunity
Leverage various communication channels for marketing
Gather and host events and raise profile of the team

RM / Wealth Strategy

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

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
Series 7, 65 or 66 licensed 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

Salary Range: $70,000 - $100,000, based on experience

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