Client Services Associate - Miami - Norman Alex

    Norman Alex
    Norman Alex Miami

    2 days ago

    $38,000 - $65,000 (USD) per year *
    Description

    About Client Services Associate role at Norman Alex in Miami, USA.

    Deliver exceptional client service by performing administrative tasks, account management and trade execution. Work closely with Financial Advisors to provide seamless client experience within wealth management framework.

    Key Responsibilities:

    • Manage accounts: Opening accounts, transferring assets and maintaining records.
    • Execute trades accurately.
    • Prioritize client communication and address concerns effectively.
    * This salary range is an estimation made by beBee
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