Client 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 skillsKnowledge of financial markets and investment productsProficiency in financial software and CRM systemsExcellent communication and attention to detail