Job Summary: The point of contact for all transitions to the RIA platform and Custodian(s) for NewEdge Advisors. The Transition Manager would be a key service member in onboarding teams. The Transition Manager will interface with prospective clients, existing clients...
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 Staff Accountant with AmericanTCS is responsible for depositing checks and maintaining a check log, recording bank activity daily, ad hoc invoicing, accurately collecting and applying accounts receivable, expense and accrual review, preparation...
About the Role NECG is a rapidly scaling wealth management firm operating across four business units — NECG, NewEdge Wealth, NewEdge Advisors, and NewEdge Securities. Our small Development & Delivery team builds the technology behind that growth, at a pace where...
Job Summary: 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...
Recent Comments