Job Summary. 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 individual will also perform administrative and operational duties to su...
Job Summary. 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 individual will also perform administrative and operational duties to su...
Job Summary. This role encompasses ongoing oversight on primary PE fund investments, direct deals and co-investments for our Family Office Group. This includes continuous analysis and reporting for our most sophisticated client’s alternative investment portfolios which may include exposure to a broad array of strategies including but not limited to private equity, venture capital, private credit, real assets, direct deals and co-investments. This...
Description. The Data Analyst role supports the firm’s reporting infrastructure by performing data management functions related to account set-up, data input, general administration and reconciliation of the firm’s portfolio reporting software system (Orion). This role is responsible for assistance in maintaining the data integrity of the firm’s portfolio reporting system to ensure accurate performance report production. The associate provides su...
Job Summary. The Reporting Experience role supports the firm’s reporting infrastructure by building, managing, and enhancing the reporting processes across the following systems: portfolio reporting management software (Orion), CRM (Salesforce), and relevant custodial platforms. This role is responsible for maintaining report packages and libraries, overseeing quarterly performance report production, and ensuring data integrity across all reporti...
Job Summary. The Reporting Experience role supports the firm’s reporting infrastructure by building, managing, and enhancing the reporting processes across the following systems: portfolio reporting management software (Orion), CRM (Salesforce), and relevant custodial platforms. This role is responsible for maintaining report packages and libraries, overseeing quarterly performance report production, and ensuring data integrity across all reporti...
Job Summary. The Reporting Experience role supports the firm’s reporting infrastructure by building, managing, and enhancing the reporting processes across the following systems: portfolio reporting management software (Orion), CRM (Salesforce), and relevant custodial platforms. This role is responsible for maintaining report packages and libraries, overseeing quarterly performance report production, and ensuring data integrity across all reporti...
Job Summary. NewEdge Advisors, LLC is a SEC-registered investment advisory firm specializing in serving a nation-wide base of high-net-worth investment advisors. We manage approximately $37 billion in advisory assets and are committed to delivering exceptional financial stewardship and client service. The Senior Accountant will be part of the Finance and Accounting Team and will support the financial operations of the firm, ensuring accurate repo...
Job Summary. The position of Executive Assistant is a dynamic role with a diverse number of assigned daily tasks. The primary responsibility of this position is to provide administrative support to a senior executive based in the Stamford, CT office. Additional duties include coordinating meetings, travel, communications, and events. Duties/Responsibilities. The Executive Assistant. is responsible for, but not limited to the following. Coordinati...
Job Summary. The position of Executive Assistant is a dynamic role with a diverse number of assigned daily tasks. The primary responsibility of this position is to provide administrative support to a senior executive based in the Stamford, CT office. Additional duties include coordinating meetings, travel, communications, and events. Duties/Responsibilities. The Executive Assistant. is responsible for, but not limited to the following. Coordinati...
