Jobs
>
Stamford

    Client Service Analyst - Stamford, United States - NewEdge Wealth LLC.

    NewEdge Wealth LLC.
    NewEdge Wealth LLC. Stamford, United States

    3 weeks ago

    Default job background
    Description


    The NewEdge Wealth Client Service Analyst is responsible for enhancing the client experience by providing reporting and marketing support to a team of Advisors and UHNW clients in Stamford, CT.

    As a Client Service Analyst, you will interface with clients to implement, track, and report alternative investment subscriptions and redemptions.

    This individual will also produce Asset Allocation review and proposal sheets and marketing books for prospects and clients.

    Duties/Responsibilities:
    Relationship Management
    Provide clients and accountants with statements, tax forms and account information.
    Collect appropriate documentation to subscribe to new alternative investments.
    Track capital calls and investment/redemption schedules.
    Assist other service team members on Cashiering and account activities.
    Investment Solutions
    Generate reports for review books and client requests. These include performance, holdings, activity, tax summaries, income, fees, etc.
    Work with Advisors to construct marketing books for review meetings and prospecting. Books include system generated reports and custom slides.
    Prepare asset allocation review and proposal sheets.
    Take notes during client review calls, enter into contact management system and provide team with follow up items.
    Practice Management
    Maintain contact management systems with up-to-date key client information.
    Provide the team with up-to-date calendar including daily, weekly, and monthly activities.
    Understand risk awareness and regulatory knowledge.
    Talent Management
    Proactively develop self to continuously improve knowledge, skills, and credentials.
    Communicate development needs.
    Assist with on-boarding new members to the firm.

    Skills/Abilities:
    2-5 years of client service experience
    Series 7 and 66 licensed preferred or willingness to acquire a license while on the job
    Excellent skills in Microsoft Office Suite
    Excellent written and verbal communication skills
    Highly organized with great attention to detail
    Excellent interpersonal skills, including being polished, courteous, professional, and patient
    Ability to work in a fast-paced environment
    Possesses exceptional multi-tasking skills and strong time-management
    Roland Pritchett, Formerly of J.P. Morgan Wealth Management, to Lead Office With Wealth Manager Andrew Noble STAMFORD,...
    Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm...
    NewEdge Advisors, NewEdge Wealth Divisions Report Growth for Third Consecutive Year PITTSBURGH, Dec. 12, 2023 —...

    #J-18808-Ljbffr
  • OUTFRONT media

    Transactional Services Analyst

    3 weeks ago

    OUTFRONT media Fairfield, United States

    About OUTFRONT · - We are one of North America's most innovative media companies. We leverage the power of creative excellence, unbeatable locations and smart audience data to change the game for advertisers. Our purpose as a company is to help people, places and businesses grow ...

  • County of Solano

    Health & Social Services Planning Analyst

    3 weeks ago

    County of Solano Fairfield, United States

    **Description**: · The mission of Solano County Health and Social Services Department is to promote healthy, safe and stable lives. · The Department's vision is for a healthy, safe and stable community. · **The values of Health & Social Services are**: · - Diversity · - Respect · ...

  • NationsBenefits

    Client Services Analyst

    2 weeks ago

    NationsBenefits Plantation, United States

    At NationsBenefits, we are committed to helping health plan members achieve a better quality of life through supplemental benefit solutions. We are also passionate about supporting the goals of our associates and helping them do their best work. Together, we can make a meaningful ...

  • Dime Community Bank

    Ucc Client Services Analyst

    1 week ago

    Dime Community Bank Hauppauge, United States

    **Summary**: The UCC Client Services Analyst is responsible for the centralized filing and servicing of Dime's UCC Portfolio. This role includes managing all aspects of our UCC collateral, including historical filings and tracking expirations and applicable fee collection. The UC ...

  • Tekcogno

    Service Management Process Analyst

    1 week ago

    Tekcogno Long Island City, United States

    **Role: Service Management Process Analyst** · **Location: Long Island City, NY HYBRID (3 Days Per Week)** · **Interview type: Online/Teams/WebEx** · **Summary of Position**: · - We are seeking a dedicated and analytical Service Management Process Analyst. · - This role is pivota ...

  • Chewy

    Service Desk Analyst II

    1 week ago

    Chewy Plantation, United States Full time

    Our Opportunity: · Chewy is seeking a highly motivated, customer-focused IT Service Desk Analyst II to join the IT Service Desk team located in Plantation, FL. The Chewy Service Desk team is like no other, providing unbeatable five-star customer service and support to all interna ...

  • Merchant Industry LLC

    Merchant Services Risk and Fraud Analyst

    23 hours ago

    Merchant Industry LLC Long Island City, United States

    Merchant Industry is a leading nationwide merchant service provider. Our expertise extends to credit card processing solutions for businesses of all sizes and industries, serving a diverse clientele of over 20,000 merchants. Merchant Industry offers comprehensive services, includ ...

  • HCA Florida Westside Hospital

    Tech Analyst

    2 weeks ago

    HCA Florida Westside Hospital Plantation, United States

    **Introduction**: · Last year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a(an) Tech Analyst with HCA Florida Westside Hospital you can be a part of an organization that is devoted to giving back · **Benefits**: · HCA Florida West ...

  • Stamford Public Schools

    Board Certified Behavior Analyst

    1 week ago

    Stamford Public Schools Stamford, United States

    JobID: 11353 · **Position Type**: · Board Certified Behavior Analyst (BCBA)**Date Posted**: · 4/23/2024**Location**: · Stamford, CT**Date Available**: · School Year**The filling of this position is based upon continued funding in the Board of Education budget.** · **Note: Teacher ...

  • County of Solano

    Business Systems Analyst

    3 weeks ago

    County of Solano Fairfield, United States

    The Solano County Department of Information Technology (DoIT) provides customer-oriented and convenient access to information and services through the use of technology; anytime - anywhere. The County strives for cost-effective use of technology, with interactive exchange and sha ...

  • Harvest Hill Beverage Company

    Logistics Analyst

    1 week ago

    Harvest Hill Beverage Company Stamford, United States

    **About Harvest Hill**: · **Position Summary**: · The Logistics Analyst will be responsible for tracking and coordinating day to day transportation shipments through HHBC's manufacturing and distribution network. This position will interact with all departments to support busines ...

  • Harvest Hill Beverage Company

    Credit & Accounts Receivable Analyst

    1 week ago

    Harvest Hill Beverage Company Stamford, United States

    About Harvest Hill: · Position Summary: · The Credit & Accounts Receivable Analyst provides analytical expertise in managing customer portfolios to ensure receivables are paid within terms of sale. The role also ensures that deductions are identified and resolved within timeframe ...

  • SGS

    Part-time Laboratory Assistant

    1 week ago

    SGS Fairfield, United States Part time

    **Company Description** · Company Description · SGS is the global leader and innovator in inspection, verification, testing and certification services. Founded in 1878, SGS is recognized as the global benchmark in quality and integrity. With over 97,000 employees in 130 countries ...

  • Nuvance Health

    Patient Financial Services Reimbursement Analyst 1

    3 weeks ago

    Nuvance Health Danbury, United States

    Nuvance Health is a network of convenient hospital and outpatient locations — Danbury Hospital, New Milford Hospital, Norwalk Hospital, and Sharon Hospital in Connecticut and Northern Dutchess Hospital, Putnam Hospital Center, and Vassar Brothers Medical Center in New York — plus ...

  • County of Solano

    Staff Analyst

    2 weeks ago

    County of Solano Fairfield, United States

    **WHY JOIN US AT SOLANO COUNTY?** · **Unleash your analytical expertise to provide strategic decisions, identify cost-saving opportunities, and optimize the cost of services for the Health and Social Services department.** · The Health and Social Services department is seeking a ...

  • Stamford Health

    Financial Analyst

    2 weeks ago

    Stamford Health Stamford, United States

    Stamford Health is looking for a fulltime Financial Analyst to join the team. This is a Monday-Friday position. · This position is responsible for contract modeling as it pertains to the Health Systems managed care contracts along with maintaining databases and the requisite cont ...

  • Gartner

    Manager, Security Risk Management

    2 weeks ago

    Gartner Stamford, United States

    **Description**: · **What You'll Do** · - Provide continual and proactive input and guidance for program and process improvements. · - Develop and implement enterprise and regionally specific processes. · - Continually develop CMT members and corporate stakeholder relationships, ...

  • De Beers Group of Companies

    Retail Operations Administrator

    3 weeks ago

    De Beers Group of Companies Stamford, United States

    **Company Description · - You'll make us shine** · You communicate easily and openly with your colleagues and enjoy being part of a talented and diverse team. Whether creative or analytical, you are attracted by our fascinating product: nature's hardest substance yet most tender ...

  • De Beers Jewellers

    Retail Operations Administrator

    3 weeks ago

    De Beers Jewellers Stamford, United States

    **Company Description** You'll make us shine** · You communicate easily and openly with your colleagues and enjoy being part of a talented and diverse team. Whether creative or analytical, you are attracted by our fascinating product: nature's hardest substance yet most tender gi ...

  • Apex Solutions

    Software Developer

    3 weeks ago

    Apex Solutions Fairfield, United States

    CoCoNet is a market-leading provider of secure, high-performance, and internationally deployable software for digital banking. Our clients include large banks, internationally operating corporations, and service providers. Our innovative solutions are based on the latest methods ...