NewEdge Wealth Client Service Associate in Houston delivers expert client service by handling reporting and operational support for UHNW clients, preparing asset allocation reviews and investment proposals, and creating customized marketing materials to support advisors and client relationships.
The role tracks capital activity, maintains CRM data, coordinates onboarding, and helps with client meetings and reviews; requires Series 7/65 or willingness, proficiency in MS Office, and strong
#J-18808-LjbffrWealth Client Experience Specialist in houston at Unknown Company
This position is listed as full time and onsite.