Wealth Client Service Analyst — UHNW Reporting & Onboarding
Listed on 2026-10-07
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Finance & Banking
Financial Analyst, Wealth Management, Financial Advisor / Consultant
New Edge Wealth Client Service Analyst position in Fort Lauderdale, FL focuses on delivering reporting, operational, and marketing support to UHNW clients. You will work directly with clients to facilitate, monitor, and report on investments and services.
The role includes preparing asset allocation reviews, investment proposals, and customized marketing materials to support advisor and client relationships. Strong emphasis on accuracy, responsiveness, and team collaboration.
The Wealth Client Service Analyst — UHNW Reporting & Onboarding role at New Edge Wealth is now open for applications in Fort Lauderdale, FL, United States.
As a Wealth Client Service Analyst — UHNW Reporting & Onboarding, you will play an important part at New Edge Wealth in Fort Lauderdale, FL, United States.
We invite applications for the Wealth Client Service Analyst — UHNW Reporting & Onboarding position located in Fort Lauderdale, FL, United States.
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