UHNW Client Services Associate – Wealth Reporting & Portfolio
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-08-22
Listing for:
NewEdge Wealth LLC.
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
New Edge Wealth LLC. in Miami, FL is seeking a Client Service Associate to deliver an exceptional client experience through reporting, operations, and marketing support for UHNW clients.
You will prepare asset allocation reviews, investment proposals, and customized materials to support advisors and client relationships, while maintaining CRM records and coordinating follow-up actions for timely execution.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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