Wealth Management Client Service Associate
Listed on 2026-10-17
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Finance & Banking
Wealth Management, Portfolio & Asset Management
New Edge Wealth LLC in Fort Lauderdale, FL seeks a Client Service Associate to deliver reporting, operational, and marketing support to UHNW clients. You will facilitate, monitor, and report on investments and services, and prepare asset allocation reviews and investment proposals to support advisor and client relationships.
You will generate portfolio reports, support marketing/books for client meetings, and ensure timely execution of client needs while maintaining CRM records and collaborative
We invite applications for the Wealth Management Client Service Associate position located in Fort Lauderdale, FL, United States.
Step into the Wealth Management Client Service Associate role at New Edge Wealth LLC. in Fort Lauderdale, FL, United States and grow with us.
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If your experience matches this role, we encourage you to apply.
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