newedge wealthHouston, TX
Wealth Client Experience Specialist
Wealth Client Experience Specialist
Wealth Client Experience Specialist
newedge wealthHouston, TX
yesterday
Securities, Commodities, and Financial Services Sales AgentsBrokerage ClerksPersonal Financial Advisors
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)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
Also on the board Same function, level within a rung
Level
Mid
Location
Houston, TX
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
yesterday