UHNW Wealth Client Service Associate
Listed on 2026-11-04
-
Finance & Banking
Portfolio & Asset Management
New Edge Capital Group LLC is seeking a Client Service Associate in Wayzata, MN to support UHNW clients with reporting, operations, and marketing. You will prepare asset allocation reviews, investment proposals, and customized materials to aid advisors and client relationships.
The role involves relationship management, portfolio reporting, and CRM upkeep in a collaborative, in-office environment in Wayzata.
As a UHNW Wealth Client Service Associate, you will play an important part at New Edge Capital Group LLC in Wayzata, MN, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the UHNW Wealth Client Service Associate role in the description above.
We appreciate your interest in this position.
Join New Edge Capital Group LLC and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).