Client Services Associate
Norman Alex
Client Services Associate
Miami, Florida, United States
About the Job
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
Vacancy posted 3 days ago
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