Client & Wealth Operations Associate
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-06-26
Listing for:
NewEdge Capital Group
Full Time
position Listed on 2026-06-26
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
New Edge Capital Group is seeking a Client Service Associate to enhance the client experience by servicing clients and providing operational support to a Financial Advisor. The role includes interfacing with clients, performing marketing duties, and maintaining up-to-date client information.
Ideal candidates will have 2-5 years of client service experience, be well versed in Microsoft Office Suite, and possess excellent communication and interpersonal skills. This position supports a collaborative team environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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