Client Services Associate
norman alexMiami (FL)
About the role
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 Typefull time
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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