Wealth Client Service & Onboarding Associate
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
New Edge Capital Group is seeking a Client Service Associate to enhance the client experience and support a Financial Advisor. You will interface with clients, anticipate needs, resolve issues, and help with onboarding, marketing, and operations.
The role involves coordinating client meetings, maintaining data, and contributing to firm initiatives while using tools like eMoney. Compensation reflects base salary with potential bonuses, benefits, and growth opportunities.
We have an opening for a Wealth Client Service & Onboarding Associate in Atlanta, GA, United States within Management & Operations, Sales.
Learn more about the Wealth Client Service & Onboarding Associate role in the description above.
We appreciate your interest in this position.
Join New Edge Capital Group LLC and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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