Wealth Client Services Associate
Listed on 2026-10-06
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Finance & Banking
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Customer Service/HelpDesk
New Edge Wealth is seeking a Client Service Associate to enhance the client experience by servicing clients and providing operational support to a Financial Advisor. You will interface with clients and prospective clients, anticipate needs, resolve issues, and support the team with meetings, onboarding, and marketing efforts.
The role emphasizes collaboration, rigorous organization, and professional communication to help drive the firm’s initiatives and client satisfaction.
Consider building your career as a Wealth Client Services Associate at New Edge Capital Group.
Join us at New Edge Capital Group as our next Wealth Client Services Associate in Northern, KY, United States.
We are currently recruiting a Wealth Client Services Associate for our team in Northern, KY, United States.
This is a genuine opportunity to take on the Wealth Client Services Associate role at New Edge Capital Group.
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