Recent Searches

You haven't searched anything yet.

26 Client Service Associate Jobs in Anchorage, AK

SET JOB ALERT
Details...
Disability Solutions
Anchorage, AK | Full Time
$73k-109k (estimate)
1 Week Ago
UNITED AUTO SALES
Anchorage, AK | Full Time
$44k-57k (estimate)
1 Week Ago
Morgan Stanley
Anchorage, AK | Full Time
$61k-79k (estimate)
1 Week Ago
Wedbush Securities
Anchorage, AK | Full Time
$44k-56k (estimate)
1 Month Ago
Morgan Stanley
Anchorage, AK | Full Time
$60k-78k (estimate)
5 Months Ago
Wedbush Securities
Anchorage, AK | Full Time
$56k-72k (estimate)
1 Month Ago
Wells Fargo
ANCHORAGE, AK | Full Time
$50k-63k (estimate)
7 Months Ago
VCA Inc.
Anchorage, AK | Full Time
$38k-50k (estimate)
1 Month Ago
UNITED AUTO SALES
Anchorage, AK | Full Time
$39k-50k (estimate)
6 Months Ago
LOWES
Anchorage, AK | Full Time
$56k-73k (estimate)
3 Months Ago
Bank of America
Anchorage, AK | Full Time
$79k-117k (estimate)
6 Months Ago
Infuse
Anchorage, AK | Full Time
$72k-92k (estimate)
2 Months Ago
Crosby Wealth Advisors- Ameriprise Financial
Anchorage, AK | Full Time | Part Time
$59k-77k (estimate)
3 Days Ago
Alaska Regional Hospital
Anchorage, AK | Other
$32k-42k (estimate)
2 Months Ago
JCPenney
JCPenney
Anchorage, AK | Full Time
$33k-50k (estimate)
5 Months Ago
Marshall Retail Group
Anchorage, AK | Full Time
$40k-50k (estimate)
5 Months Ago
Speedway
Anchorage, AK | Part Time
$28k-34k (estimate)
0 Months Ago
Rebel convenience stores
Anchorage, AK | Full Time
$30k-37k (estimate)
1 Month Ago
Alaska Regional Hospital
Anchorage, AK | Full Time
$31k-40k (estimate)
4 Months Ago
Planet X
Anchorage, AK | Full Time
$29k-37k (estimate)
7 Months Ago
LOWES
Anchorage, AK | Full Time
$54k-70k (estimate)
2 Months Ago
UNITED AUTO SALES
Anchorage, AK | Part Time | Full Time
$39k-49k (estimate)
6 Months Ago
LOWES
Anchorage, AK | Full Time
$59k-79k (estimate)
6 Months Ago
UNITED AUTO SALES
Anchorage, AK | Full Time
$39k-50k (estimate)
9 Months Ago
UNITED AUTO SALES
Anchorage, AK | Full Time
$39k-49k (estimate)
3 Months Ago
Client Service Associate
Wedbush Securities Anchorage, AK
$44k-56k (estimate)
Full Time | Business Services 1 Month Ago
Save

Wedbush Securities is Hiring a Client Service Associate Near Anchorage, AK

Job Description:

Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth. Our Anchorage office is seeking a Client Service Associate to support assigned Financial Advisors.

Responsibilities include but are not limited to:

  • Provide sales and administrative support to customers and Financial Advisors
  • Maintain client account information and assist Financial Advisors with special projects as needed
  • Coordinate and prepare for client review meetings and set up new accounts
  • Organize and maintain calendar and meeting schedule
  • Process invoices, check requests, and expense reports
  • Research and arranges detailed travel plans: prepare travel itineraries and compiles all documents and information needed for travel and appointments
  • Interact with customers both in person and on the phone
  • Prepare correspondence, presentations and reports
  • Follow up on deadline-driven tasks and issues
  • Answer phones and take detailed, accurate messages
  • Maintain files and documents
  • Perform other tasks and duties as required and assigned
Required Experience:
  • Bachelor's Degree from an accredited university, preferred but not required
  • 2 years broker/dealer administrative and sales support preferred
  • Will require obtaining FINRA Series 7 and 66 licenses
  • Strong commitment to customer service
  • Basic/working knowledge of general office procedures and equipment (multi-line phones, FAX, computer and keyboard skills)
  • Proficient in MS Office
  • Professional appearance and demeanor essential
  • Positive 'can-do' attitude, ability to prioritize, multi-task and meet deadlines required
From: Wedbush Securities

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$44k-56k (estimate)

POST DATE

04/21/2023

EXPIRATION DATE

05/29/2024

WEBSITE

wedbush.com

HEADQUARTERS

LOS ANGELES, CA

SIZE

500 - 1,000

FOUNDED

2021

CEO

ADAM BASS

REVENUE

$200M - $500M

INDUSTRY

Business Services

Related Companies
About Wedbush Securities

WWM is being formed to give our clients upscaled service, advice, and a generational connection by leveraging the firms resources, tools and new technologies on our Outstanding Wealth Management Platform. In addition to myself, WWM will consist of my son, Adam Willis and Shelly Dell.

Show more

Wedbush Securities
Full Time
$59k-76k (estimate)
1 Month Ago
Wedbush Securities
Full Time
$167k-211k (estimate)
1 Month Ago
Wedbush Securities
Full Time
$58k-72k (estimate)
1 Month Ago

The job skills required for Client Service Associate include Client Service, Customer Service, Futures, Wealth Management, Administrative Support, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Associate. Select any job title you are interested in and start to search job requirements.

For the skill of  Client Service
H&R Block
Full Time
$95k-117k (estimate)
1 Month Ago
For the skill of  Customer Service
The Alaska Club
Full Time
$31k-39k (estimate)
2 Days Ago
For the skill of  Futures
Benihana National Corp
Full Time
$21k-27k (estimate)
2 Days Ago
Show more

The following is the career advancement route for Client Service Associate positions, which can be used as a reference in future career path planning. As a Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Associate. You can explore the career advancement for a Client Service Associate below and select your interested title to get hiring information.

Morgan Stanley
Full Time
$60k-78k (estimate)
5 Months Ago
Wedbush Securities
Full Time
$56k-72k (estimate)
1 Month Ago

If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Associate job description and responsibilities

Maintain an updated knowledge of the organization's products, services, and customer service policies.

01/13/2022: Albany, GA

Provided daily financial transaction services for clients while delivering excellent customer care.

03/06/2022: San Bernardino, CA

Understand Clients' business to predict their needs and provide appropriate solutions.

03/05/2022: Oakland, CA

Processes and follows up on client documentation for proper maintenance of accounts.

01/23/2022: Temple, TX

Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.

12/25/2021: Modesto, CA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Associate jobs

Client Service Associates may also handle client complaints and provide resolutions.

02/27/2022: Providence, RI

Develop an ability to communicate effectively with clients, managers and other associates.

02/06/2022: Peoria, IL

May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.

01/31/2022: Oakland, CA

Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.

03/05/2022: Detroit, MI

Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.

12/27/2021: Pierre, SD

Step 3: View the best colleges and universities for Client Service Associate.

Butler University
Carroll College
Cooper Union
High Point University
Princeton University
Providence College
Show more