Client Service Associate, Account Processing
2 weeks ago
Responsibilities include, but are not limited to:
- Purchase office supplies and approve vendor orders
- Order and proof stationary items: business cards, notepads, letterheads, envelopes
- Order and stock office and common room supplies
- Monitor purchases through the delivery process
- Monitor inventory of stationery and replenish when low
- Process invoices
- Report facility issues to office management
- Schedule monthly carpet cleanings, refrigerator cleanings, and copier paper deliveries
- Perform other duties as required and assigned
- Associates degree preferred
- 1+ years of experience in administrative field preferred
- Previous customer service skills
- Proficient in Microsoft Office with intermediate understanding of Microsoft Excel and Word
- Organized, detail oriented, and ability to work independently
- Negotiation skills experience preferred
- Strong organizational and project management skills, including the ability to handle multiple projects and prioritize many concurrent tasks
- Strong verbal and written communication skills
- Highly meticulous, detail oriented and accurate
What Wedbush Offers You
As part of the overall compensation package, Wedbush Securities (WS) offers an array of diverse benefits to our Colleagues.
- Comprehensive medical, dental, and vision coverage with multiple health plan options
- Health Savings Account (HSA) with company-sponsored contributions
- Flexible Spending Accounts (FSA) traditional and dependent care
- Pre-Tax Commuter Benefits
- 401(k)
Plan:
competitive discretionary company matching and profit-sharing contributions
- Tuition reimbursement ($5,250 max per year)
- Paid Vacation, Sick Time, Holidays, Volunteer Time Off
- Paid Leave: Parental Bonding, Jury Duty, Military, Disability, etc.
- FINRA and Professional License Sponsorship
- Charitable Donation Matching Contributions
- Travel & Employee Assistance and Employee Discount Programs
- Discretionary compensation based on the colleague's and the firm's performance
Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to location; skill sets; experience and training; licensure and certifications; and other business and organizational needs.
A reasonable estimate of the current hiring range is $55,000 to $65,000.
At Wedbush, we recognize that a diverse and inclusive workforce drives innovation, results in higher Colleague satisfaction, fosters superior client service, and adds meaningful value for stakeholders.
WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm and provided equal opportunities to succeed.
Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States.
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