UHNW Client Services Associate - Reporting & Proposals
Listed on 2026-10-07
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Finance & Banking
Office Administrator/ Coordinator
The New Edge Wealth Client Service Associate plays a key role in delivering an exceptional client experience by providing reporting, operational, and marketing support to ultra-high-net-worth (UHNW) clients in Fort Lauderdale, FL. In this role, you will work directly with clients to facilitate, monitor, and report on investments and services.
Additionally, you will prepare asset allocation reviews, investment proposals, and customized marketing materials to support the advisor, prospective, and
Step into the UHNW Client Services Associate
- Reporting & Proposals role at New Edge Capital Group LLC in Fort Lauderdale, FL, United States and grow with us.
We are seeking a motivated UHNW Client Services Associate
- Reporting & Proposals to join New Edge Capital Group LLC in Fort Lauderdale, FL, United States.
Consider building your career as a UHNW Client Services Associate
- Reporting & Proposals at New Edge Capital Group LLC.
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