Client Service Associate

1 week ago


Pasadena, California, United States Wedbush Securities Full time
Job Title: Registered Client Service Associate

We are seeking a highly skilled and detail-oriented Registered Client Service Associate to join our team at Wedbush Securities. As a key member of our client service team, you will be responsible for providing exceptional support to our financial advisors and senior management.

Responsibilities:
  • Provide sales and administrative support to clients and financial advisors
  • Maintain accurate and up-to-date client account information
  • Coordinate and prepare for client review meetings and set up new accounts
  • Organize and maintain calendars and meeting schedules
  • Process invoices, check requests, and expense reports
  • Research and arrange travel plans, including preparing itineraries and compiling necessary documents
  • Interact with clients via phone and in-person
  • Prepare correspondence, presentations, and reports
  • Follow up on deadline-driven tasks and issues
  • Answer phones and take detailed, accurate messages
  • Maintain files and documents
Requirements:
  • Bachelor's degree from an accredited university
  • FINRA Series 7 license required
  • 3+ years of broker/dealer sales support experience preferred
  • Strong commitment to customer service
  • Basic knowledge of general office procedures and equipment
  • Proficient in MS Office
  • Professional appearance and demeanor
  • Positive attitude, ability to prioritize, multitask, and meet deadlines
Benefits:
  • Comprehensive medical, dental, and vision coverage
  • Health Savings Account (HSA) with company-sponsored contributions
  • Flexible Spending Accounts (FSA) traditional and dependent care
  • Pre-Tax Commuter Benefits
  • 401(k) Plan with competitive discretionary company matching and profit-sharing contributions
  • Tuition reimbursement
  • Paid vacation, sick time, holidays, volunteer time off
  • Paid leave for parental bonding, jury duty, military, disability, etc.
  • FINRA and professional license sponsorship
  • Charitable donation matching contributions
  • Travel and employee assistance programs
  • Discretionary compensation based on performance

We are an equal opportunity employer and welcome applications from diverse candidates. Wedbush Securities uses E-Verify to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify here: https://www.e-verify.gov/employees/e-verify-overview



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