Wealth Client Services Associate
NewEdge Capital Group
NewEdge Wealth is seeking a Client Service Associate to enhance the client experience by servicing clients and providing operational support to a Financial Advisor. You will interface with clients and prospective clients, anticipate needs, resolve issues, and support the team with meetings, onboarding, and marketing efforts. The role emphasizes collaboration, rigorous organization, and professional communication to help drive the firm’s initiatives and client satisfaction. #J-18808-Ljbffr NewEdge Capital Group
Vacancy posted 4 days ago
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