Client Service Professional
4 days ago
**Company Overview:**
We are Wedbush Securities, a leading securities firm and investment bank with over 100 offices nationwide. Our commitment to providing relentless, customized service is the foundation of our consistent growth.
Salary: $30-$32.92/hr, a competitive compensation package that includes comprehensive medical, dental, and vision coverage, as well as tuition reimbursement and paid time off.
Job Description: As a Registered Client Service Associate, you will provide sales and administrative support to customers and Financial Advisors, maintain client account information, and coordinate special projects as needed. You will also interact with customers, prepare correspondence, and perform other duties as assigned.
Required Skills and Qualifications: To succeed in this role, you must have a Bachelor's Degree from an accredited university, FINRA Series 7 license, and 3+ years of broker/dealer sales support experience. Strong customer service skills, basic knowledge of general office procedures, and proficiency in MS Office are also required.
Benefits: At Wedbush Securities, we offer a range of diverse benefits, including health savings accounts, flexible spending accounts, pre-tax commuter benefits, and a 401(k) plan with company matching contributions. We also sponsor professional licenses, offer charitable donation matching, and provide employee assistance programs.
Others: If you are a motivated individual with excellent communication skills and a positive attitude, we encourage you to apply for this exciting opportunity. Please note that applications will be accepted until the position is filled, and decisions regarding compensation will be made on a case-by-case basis.
-
Client Services Director
4 weeks ago
Wayne, Pennsylvania, United States 365 Health Services Full timeJob Title: Client Services DirectorAbout the Role:We are seeking a highly motivated and results-driven Client Services Director to join our team at 365 Health Services. In this exciting role, you will be responsible for developing and executing recruitment strategies to attract, screen, and hire quality healthcare professionals who meet our office's...
-
Client Services Coordinator Specialist
4 days ago
Wayne, Pennsylvania, United States CBRE Full timeAbout the RoleThe Client Services Coordinator plays a vital role in supporting sales professionals, providing administrative assistance to ensure seamless operations. This involves preparing proposals, presentations, and marketing materials, as well as coordinating the distribution of internal and external information.Responsibilities include:Collecting...
-
Client Service Development Director
5 days ago
Wayne, Pennsylvania, United States 365 Health Services Full timeAbout the RoleThis Client Services Manager position offers a unique opportunity to join a dynamic team at 365 Health Services and contribute to the growth and success of our organization. As a key member of the recruitment team, you will play a critical role in shaping the future of our company by identifying and hiring top talent in the healthcare industry.
-
Client Service and Growth Representative
4 days ago
Wayne, Pennsylvania, United States Satanoff Insurance & Financial Services Full timeJob DescriptionKey Responsibilities:Maintain a retention rate of X on your book of businessProactively reach out to clients and conduct ongoing account reviewsWork efficiently and effectively with clients on their policiesGenerate referrals for Commercial Lines and other departmentsEducate clients about the benefits of having our agency as their...
-
Administrative Services Professional
4 days ago
Wayne, Pennsylvania, United States CBRE Full timeJob DescriptionThe Client Services Coordinator will provide administrative support to an office or group of sales professionals at CBRE.This includes:Preparing proposals, presentations, and communications material.Coordinating the distribution of internal and external marketing information.Collecting documentation to complete voucher forms and processing...
-
Client Engagement Director
4 days ago
Wayne, Pennsylvania, United States GHD Group Full timeAbout the PositionWe are seeking a highly skilled Client Engagement Director to join our team in Southeast Pennsylvania. As a key member of our Environment Market, you will be responsible for leading client engagement teams and driving business growth.Key Responsibilities:Lead client engagement teams to drive growth of priority accounts across our full range...
-
Client Care Coordinator
2 weeks ago
Wayne, Pennsylvania, United States Waldron Private Wealth Full timeJob Description:The Client Care Coordinator will provide exceptional customer service to our high net-worth clients, while also providing administrative support to our Client Service department. This role will be responsible for processing financial documents and transactions, managing client accounts, and ensuring that all tasks are completed accurately and...
-
Client Support Specialist
1 month ago
Wayne, Pennsylvania, United States Wedbush Securities Full timeWedbush Securities is committed to delivering exceptional client service and support. We are seeking a highly skilled and motivated Client Support Specialist to join our team.Key ResponsibilitiesThis is an exciting opportunity to work in a dynamic and fast-paced environment, providing exceptional client service and support. As a Client Support Specialist,...
-
Client Relationship Manager
4 days ago
Wayne, Pennsylvania, United States Bank of America Full timeJob Description">We are seeking a highly motivated Client Relationship Manager to join our team at Bank of America. As a key member of our financial center, you will play a critical role in delivering exceptional client experiences and driving business growth.About the Role:You will be responsible for engaging clients in the lobby to educate and assist with...
-
Client Support Coordinator
2 weeks ago
Wayne, Pennsylvania, United States CBRE Full timeAbout the RoleThe Client Services Coordinator position at CBRE offers an exciting opportunity to work in a dynamic and fast-paced environment.You will be responsible for general administrative support to an office or group of sales professionals, including preparing proposals, presentations, and communications material.This role requires strong...
-
Client Care Specialist
4 days ago
Wayne, Pennsylvania, United States Massage Envy Full timeYour RoleAs a Client Care Specialist, you'll be responsible for providing outstanding customer service, promoting our services, and supporting clinic flow.Your BenefitsA flexible schedule for a better work-life balance.In-depth product and service training.A caring community that strives to celebrate individuality and share knowledge.Trained leadership that...
-
Client Services Specialist
4 days ago
Wayne, Pennsylvania, United States RemX Full timeAbout RemX">We are a leading staffing company helping businesses find the talent they need to succeed. With over 90,000 people placed in jobs and 15,000 companies relying on us for their staffing needs, we understand the importance of finding the right fit.
-
Senior Client Relationship Executive
4 days ago
Wayne, Pennsylvania, United States GHD Group Full timeAbout the RoleWe are seeking a Senior Client Relationship Executive - Environment Market to join our team in Southeast Pennsylvania. The ideal candidate will have a strong background in client relationship management, business development, and environmental services.This role requires a skilled communicator with excellent project management skills. As a...
-
Sales and Client Experience Associate
4 days ago
Wayne, Pennsylvania, United States Massage Envy Full timeAbout the RoleWe're seeking a highly skilled and motivated individual to join our team as a Sales & Customer Service Associate. In this role, you'll provide outstanding customer service, promote our wellness programs, and support clinic flow by greeting clients, scheduling services, and answering phone calls.
-
Relationship Building Professional
7 days ago
Wayne, Pennsylvania, United States Stephen Diorio - State Farm Agent Full timeWe are looking for a Relationship Building Professional to join our team at Stephen Di Orio's State Farm office in Wayne, PA. As a Relationship Building Professional, you will play a vital role in developing and maintaining strong relationships with clients, driving business growth, and delivering exceptional customer service.The estimated salary for this...
-
Tax Professional
4 weeks ago
Wayne, Pennsylvania, United States Global Tax Management Full timeJob OverviewWe are seeking a skilled Tax Analyst to join our Corporate Tax Division in Wayne, PA.This role involves preparing federal, state & local income tax returns, federal and state tax estimates, extensions, and forecasting for our clients. The ideal candidate will have a strong understanding of ASC 740 and be able to prepare income tax accrual...
-
Plumbing Service Professional
6 days ago
Wayne, Pennsylvania, United States Len the Plumber Full timeJob OverviewThe Plumbing Service Technician is a crucial role at Len the Plumber, responsible for ensuring the comfort and safety of our residential customers. As a key member of our team, you will be installing, repairing, and maintaining plumbing systems, fixtures, and equipment to meet the highest standards of quality and customer satisfaction.
-
Administrative Support Professional
4 days ago
Wayne, Pennsylvania, United States CBRE Full timeJob DescriptionWe are seeking an experienced Administrative Support Professional to join our team as a Client Services Coordinator. In this role, you will provide general administrative support to sales professionals, including preparing proposals, presentations, and marketing materials.Your responsibilities will include:Providing administrative support to...
-
Administrative Support Professional
4 days ago
Wayne, Pennsylvania, United States Waldron Private Wealth Full timeAbout the RoleThis is a hybrid administrative position that requires strong organizational skills, attention to detail, and excellent communication abilities. You will assist the Client Service department in providing concierge-level administrative services to our high net-worth clients. Key responsibilities include processing forms and documentation,...
-
Administrative Support Professional
4 days ago
Wayne, Pennsylvania, United States Waldron Private Wealth Full timeWaldron Private Wealth is seeking a highly organized and detail-oriented individual to fill a hybrid administrative position. This role will provide support to the Client Service department in delivering exceptional service to high net-worth clients.">Key ResponsibilitiesProcess client documentation, including account openings and beneficiary additions, with...