Client Services Associate
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-01-07
Listing for:
Norman Alex
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
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
Position Requirements
10+ Years
work experience
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