Job Summary:
The NewEdge Wealth Client Service Analyst is responsible for enhancing the client experience by providing reporting and marketing support to a team of Advisors and UHNW clients in Stamford, CT. As a Client Service Analyst, you will interface with clients to implement, track, and report alternative investment subscriptions and redemptions. This individual will also produce Asset Allocation review and proposal sheets and marketing books for prospects and clients.
Duties/Responsibilities:
Relationship Management
Provide clients and accountants with statements, tax forms and account information.
Collect appropriate documentation to subscribe to new alternative investments.
Track capital calls and investment/redemption schedules.
Assist other service team members on Cashiering and account activities.
Investment Solutions
Generate reports for review books and client requests. These include performance, holdings, activity, tax summaries, income, fees, etc.
Work with Advisors to construct marketing books for review meetings and prospecting. Books include system generated reports and custom slides.
Prepare asset allocation review and proposal sheets.
Take notes during client review calls, enter into contact management system and provide team with follow up items.
Practice Management
Maintain contact management systems with up-to-date key client information.
Provide the 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.
Skills/Abilities:
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
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
