3 Jobs in Stamford, CT
NewEdge Capital Group LLC is Hiring a Client Service Analyst Near Stamford, CT
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.
Duties/Responsibilities:
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
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)
Job Summary
Full Time
$57k-75k (estimate)
03/25/2024
07/21/2024
The job skills required for Client Service Analyst include Client Service, Microsoft Office, Wealth Management, Attention to Detail, Time Management, Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Analyst positions, which can be used as a reference in future career path planning. As a Client Service Analyst, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Analyst. You can explore the career advancement for a Client Service Analyst below and select your interested title to get hiring information.
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