3 Jobs in Radnor, PA
Wedbush Securities is Hiring a Registered Client Service Associate Near Radnor, PA
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. Our Radnor, PA office is seeking a Registered Client Service Associate (CSA) to support assigned Financial Advisors (FA) on a growing team.
The Registered CSA will help shape the future of service by modernizing the client experience through an elevated standard of care. This role assists with the development and growth of the business through engaging and utilizing the full capabilities of the firm. This is a great opportunity for a self-motivated and committed individual who can thrive while working in a fast-paced, innovative, and growing wealth advisory team. There is plenty of room for growth and mentorship.
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
- Assist with other projects and responsibilities as assigned
- Bachelor's degree from an accredited university preferred
- FINRA Series 7 license required
- 3 years broker/dealer sales support preferred
- 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
Full Time
Business Services
$53k-69k (estimate)
03/25/2023
06/03/2024
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 Registered 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 Registered 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 Registered 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 Registered Client Service Associate positions, which can be used as a reference in future career path planning. As a Registered 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 Registered Client Service Associate. You can explore the career advancement for a Registered Client Service Associate below and select your interested title to get hiring information.
If you are interested in becoming a Registered 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 Registered Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Registered Client Service Associate job description and responsibilities
Develop new business opportunities through client relations and option services.
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Maintain and update files as required by Financial Advisors on products and clients.
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Monitor current client portfolios by reviewing performance quarterly.
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Respond to phones and messages along with client requests.
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Oversee a team of customer service Associate's and ensure they are providing an exceptional client experience.
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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 Registered Client Service Associate jobs
The primary qualifications needed for a career as a registered client associate typically include an associate's degree in business and work experience in a financial institution.
02/26/2022: Racine, WI
Most employers prefer a bachelor’s degree, but it’s possible to work your way up into the position with the lesser degree.
03/18/2022: Fort Wayne, IN
You need basic investment and financial management knowledge, which is a foundation you build in business degree programs.
03/29/2022: Beaumont, TX
Find an entry-level position at a bank before pursuing this career.
03/27/2022: Evansville, IN
5 Years work experience as a Client Service Associate at either a Broker Dealer are needed to qualify for this job.
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Step 3: View the best colleges and universities for Registered Client Service Associate.
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