40 Client Service Associate Jobs in Seattle, WA
Wedbush Securities is Hiring a Client Service Associate Near Seattle, WA
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 Seattle office has an immediate need for a Client Service Associate to support Financial Advisors and senior level management.
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 arrange detailed travel plans: prepare travel itineraries and compile 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 duties and tasks as assigned and required
- Bachelor's Degree from an accredited university
- FINRA Series 7 license preferred but not required
- 3 years broker/dealer sales support experience preferred but not required
- 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 is essential
- Positive 'can-do' attitude, ability to prioritize, multi-task, and meet deadlines required
From: Wedbush Securities
Job Summary
Full Time
Business Services
$53k-69k (estimate)
02/28/2023
05/17/2024
wedbush.com
LOS ANGELES, CA
500 - 1,000
2021
ADAM BASS
$200M - $500M
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.
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.
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.
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.
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