Client Services Associate
Norman AlexMiami, Florida, United States
Posted January 6, 2026
Full Time
About the Company
Norman Alex is an international boutique consulting firm founded in 1997 in Monaco, with offices in Geneva, London, Luxembourg, Miami, Montevideo, Paris, and partners in Dubai and Singapore. The company specializes in executive search, corporate development, financial services, and technology, delivering tailored solutions for recruitment, acquisitions, mergers, and strategic alliances. Its distinctive value lies in a deep focus on the human dimension—identifying, nurturing, and deploying top talent to drive sustainable growth. By combining global reach with expertise in navigating regulatory changes, technology trends, and market dynamics, Norman Alex equips clients to master complexity and stay ahead of the competition.
Job Description
Regional bank in Miami seeks a licensed Client Services Associate to deliver excellent client service, handle administrative tasks, and work closely with Financial Advisors.
Requirements
- Licensure: Series 7, additional licenses a plus
- Account management
- Trade execution
- Client communication
- Client reporting
- Compliance support
- Meeting preparation
- Relationship building