Job Summary: Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Analyst, you will interface with clients and prospective...
The AmericanTCS 401(k) composite benchmark delivered a 5.90% return in the third quarter of 2024, right in line with the 5.99% return of the 60/40 Balanced Index. Over the same period the S&P 500 Index (large cap U.S. stocks) returned 5.89%, as it experienced some...
Job Summary: Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective...
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
Job Summary: The Plan Maintenance Specialist is responsible for reviewing Plan setup for requests received to update and maintain Relius & systems used to administer plan provisions. Research & resolve client concerns related to the functionality of the...
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