Associate, Client Service
NewEdge Capital Group
Houston, Harris County$55,946 - $55,946 est.Full-timePosted 6h ago
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 Houston, Texas. 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…
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