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UHNW Wealth Client Services Specialist
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-07-27
Listing for:
NewEdge Wealth
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
New Edge Wealth is seeking a Client Service Associate in Miami to deliver exceptional service for ultra-high-net-worth clients. You will support reporting, onboarding, and asset allocation analyses while preparing customized marketing materials to aid advisors and client relationships.
The role emphasizes accuracy, organization, and strong communication as you collaborate with the client service and advisory teams to ensure timely execution of client needs.
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