Client Services Associate
Norman Alex Miami, United StatesClient Services Associate
About the job Client Services Associate
Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business.
Must have Series 7 additional licenses are a plus.
The role focuses on delivering excellent client service by handling administrative tasks, account management, trade execution, documentation, and communication. The CSA works closely with Financial Advisors to ensure a seamless client experience within the wealth management framework.
Key Responsibilities:
Account Management: Opening accounts, transferring assets, managing documentation, and maintaining client records.
Trade Execution: Processing stock, bond, and option trades with accuracy.
Client Communication: Handling inquiries, addressing concerns, and providing updates.
Client Reporting: Preparing account statements and performance reports.
Compliance Support: Ensuring adherence to regulations and internal policies.
Meeting Preparation: Assisting Advisors with data gathering and presentations.
Relationship Building: Providing proactive, personalized service.
Skills & Qualifications: Strong customer service and relationship-building skills
Knowledge of financial markets and investment products
Proficiency in financial software and CRM systems
Excellent communication and attention to detail
Ability to work accurately under pressure
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