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Elite Client Services Associate - Wealth Management

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: NewEdge Wealth, LLC
Full Time position
Listed on 2026-10-15
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 90000 - 120000 USD Yearly USD 90000.00 120000.00 YEAR
Job Description & How to Apply Below

The New Edge Wealth Client Service Associate plays a key role in delivering an exceptional client experience by providing reporting, operational, and marketing support to ultra-high-net-worth (UHNW) clients in Miami, Florida. In this role, you will work directly with clients to facilitate, monitor, and report on investments and services.

Salary Range: $90,000 - $120,000, based on experience. Salary is complemented by a comprehensive benefits package and opportunities for professional development

Join us at New Edge Wealth, LLC as our next Elite Client Services Associate
- Wealth Management in Miami, FL, United States.

We have an opening for a Elite Client Services Associate
- Wealth Management in Miami, FL, United States within Finance, Human Resources.

This role, Elite Client Services Associate
- Wealth Management at New Edge Wealth, LLC, could be your next career step.

Position Requirements
10+ Years work experience
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