Associate, Client Service

Job Summary: The NewEdge 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. Additionally, you will prepare asset allocation reviews, investment proposals, and customized marketing materials to support the advisor, prospecti…