I am currently pursuing a degree in Business Management at the University of North Texas with a strong focus on entering the finance industry. My passion lies in helping clients navigate their financial journeys, and I am committed to building lasting relationships by providing personalized support. I’ve come to realize that success in this field requires not only technical knowledge but also strong interpersonal skills, which I have developed through my experiences in client-facing roles. Being social and connecting with people is something I truly enjoy, and it fuels my passion for this industry.Throughout my time in finance, I’ve had the opportunity to work directly with clients, helping them solve problems and achieve their goals. I’ve gained valuable insights into client management, learned the intricacies of financial operations, and embraced the importance of being a trusted partner to those I serve. My goal is to continue growing in the industry while delivering exceptional client service and making a positive impact in their financial lives.
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Client Services AssociateWealthvisory Aug 2023 - PresentFrisco, Texas, United States-Assisted in the setup of a new CRM, overseeing the migration of all company data to ensure a smooth transition and improved system efficiency.-Gained hands-on experience with Salesforce and back-office operations, managing and organizing key documents for seamless business processes.-Shadowed financial advisors during client meetings, learning client engagement strategies and capturing essential notes for follow-up and client servicing.-Developed a comprehensive understanding of client relationship management by actively participating in face-to-face meetings, enhancing my knowledge of client-facing interactions. -
Summer InternCharles Schwab Jun 2024 - Aug 2024Lone Tree, Colorado, United States-Provided client support over the phone, assisting with issues related to the Charles Schwab website and ensuring a positive customer experience through frequent client interactions.-Effectively balanced studying and attending meetings, demonstrating strong time management skills while contributing to various projects and initiatives.-Engaged in extensive cross-departmental networking, building relationships across diverse teams to broaden my understanding of Charles Schwab’s operations.-Developed and presented a business summit project focused on integrating AI solutions within Charles Schwab, showcasing innovative thinking and strategic planning. -
Finance InternProspera Financial Jun 2023 - Aug 2023Dallas, Texas, United States-Facilitated the online filing, uploading, and storage of client documentation using proprietary Salesforce software, ensuring the firm’s compliance with FINRA’s books and records requirements.-Worked closely with the compliance team to review documents, ensure regulatory adherence, and verify margin account balances for accuracy.-Leveraged Excel proficiency to boost operational efficiency, streamline query processes, and implement strategic improvements in data collection.-Designed a comprehensive onboarding and transition process for newly independent financial advisors, resulting in smoother integration into the Prospera platform, increased advisor productivity, and enhanced retention rates. -
Sales AssistantWealthvisory Feb 2023 - May 2023Frisco, Texas, United States-Managed the filing, organization, and uploading of company documents into the CRM, streamlining file access and improving document organization for advisors.
Raegan Waits Education Details
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Business Administration, Management And Operations
Frequently Asked Questions about Raegan Waits
What company does Raegan Waits work for?
Raegan Waits works for Wealthvisory
What is Raegan Waits's role at the current company?
Raegan Waits's current role is Client Service Associate.
What schools did Raegan Waits attend?
Raegan Waits attended University Of North Texas, Collin College.
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