Client Service Associate
1 week ago
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
- 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
- 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
-
Client Service Associate
1 month ago
Pasadena, California, United States East West Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Premier Client Service Associate to join our team at East West Bank. As a key member of our Client Services team, you will be responsible for providing exceptional service and support to our Relationship Managers and Portfolio Managers, ensuring seamless delivery of our banking services to...
-
Client Accounting Services Associate
2 weeks ago
Pasadena, California, United States Weaver Full timeJoin Our Team as a Client Accounting Services AssociateWeaver is a leading national accounting, advisory, and consulting firm seeking a highly skilled Client Accounting Services Associate to join our team. As a Client Accounting Services Associate, you will play a critical role in providing exceptional accounting and financial services to our clients.Key...
-
Senior Premier Client Service Associate
2 weeks ago
Pasadena, California, United States East West Bank Full timeJob Title: Senior Premier Client Service AssociateEast West Bank is seeking a highly skilled and experienced Senior Premier Client Service Associate to join our team. As a key member of our client service team, you will be responsible for providing exceptional service and support to our clients, ensuring their needs are met and exceeded.Key...
-
Client Accounting Services Associate
1 month ago
Pasadena, California, United States Weaver Full timeAbout WeaverWeaver is a full-service national accounting, advisory, and consulting firm that offers a unique blend of technical expertise and personalized service. Our team of professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the business world.Job SummaryWe are seeking a highly skilled and motivated...
-
Surety Associate Client Manager
3 days ago
Pasadena, California, United States IMA Financial Group Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Surety Associate Client Manager to join our team at IMA Financial Group. As a Surety Associate Client Manager, you will be responsible for preparing and processing surety bonds, reporting bonds to surety companies, and preparing invoices on new bonds, premium adjustments, and renewals.Key...
-
Accounting Services Associate
4 weeks ago
Pasadena, California, United States Weaver Full timeAccounting Services AssociateWeaver is a national accounting, advisory, and consulting firm seeking a Client Accounting Services Associate to join our team. As a key member of our Client Accounting Services practice, you will be responsible for performing accounting assignments and providing exceptional support to our clients.Responsibilities:Enter bills,...
-
Client Service Representative
3 weeks ago
Pasadena, California, United States Sparrows Nest Full timeJob SummaryWe are seeking a highly skilled and customer-focused Client Coordinator to join our team at Sparrow's Nest. As the primary point of contact for our guests, you will be responsible for providing exceptional service, ensuring seamless communication, and driving customer satisfaction.Key ResponsibilitiesSchedule Management: Efficiently schedule,...
-
Accounting Services Associate
4 weeks ago
Pasadena, California, United States Weaver Full timeAccounting Services AssociateWeaver is a national accounting, advisory, and consulting firm seeking a Client Accounting Services Associate to join our team. As a key member of our Client Accounting Services practice, you will be responsible for performing accounting assignments, including accounts payable, accounts receivable, and expense...
-
Client Accounting Services Professional
2 days ago
Pasadena, California, United States Weaver Full timeJoin Our Team as a Client Accounting Services InternWeaver is a full-service national accounting, advisory, and consulting firm seeking a highly motivated and detail-oriented individual to join our Client Accounting Services team as an intern. As a Client Accounting Services Intern, you will have the opportunity to work on a variety of accounting assignments...
-
Client Accounting Services Professional
3 days ago
Pasadena, California, United States Weaver Full timeJoin Our Team as a Client Accounting Services InternWeaver is a full-service national accounting, advisory, and consulting firm seeking a highly motivated and detail-oriented individual to join our Client Accounting Services team as an intern. As a Client Accounting Services Intern, you will have the opportunity to work on a variety of accounting...
-
Client Recruiter
1 day ago
Pasadena, California, United States Partners Personnel Full timeJob SummaryWe are seeking a skilled Client Recruiter to join our team at Partners Personnel. As a Client Recruiter, you will be responsible for finding and hiring top talent for our clients across various industries.Key Responsibilities:Source and recruit top talent for our clientsDevelop and maintain relationships with clients and candidatesCoordinate...
-
Client Recruiter
2 weeks ago
Pasadena, California, United States Partners Personnel Full timeJob SummaryWe are seeking a highly motivated and organized Client Specialist to join our team at Partners Personnel. As a Client Specialist, you will be responsible for finding and placing top talent with our clients across various industries.Key Responsibilities:Complete job order descriptions and input orders into our systemDocument and provide daily...
-
Food Service Associate
1 month ago
Pasadena, California, United States Brewingz Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Food Service Associate to join our team at Brewingz. As a Food Service Associate, you will play a critical role in ensuring the smooth operation of our dining room by delivering food items to guests in a timely and efficient manner.Key ResponsibilitiesFood Quality ControlInspect food items...
-
Pharmacy Service Associate
4 weeks ago
Pasadena, California, United States Walgreens Full timeJob Description:We are seeking a highly skilled and customer-focused Pharmacy Customer Service Associate to join our team at Walgreens. As a key member of our pharmacy team, you will be responsible for delivering exceptional customer service, assisting with prescription processing, and maintaining a clean and organized store environment.Key...
-
Client Manager
3 weeks ago
Pasadena, California, United States City National Bank Full timeJob SummaryWe are seeking a highly skilled and experienced Client Manager to join our team at City National Bank. As a Client Manager, you will be responsible for leading our branch sales efforts, maintaining exceptional service levels, and ensuring operational integrity.Key ResponsibilitiesLead branch sales efforts to achieve sales goals and...
-
Client Manager
23 hours ago
Pasadena, California, United States City National Bank Full timeJob SummaryCity National Bank is seeking a highly skilled Client Manager to lead our branch sales efforts and maintain first-class service levels. As a key member of our team, you will be responsible for contributing to overall branch sales, operational integrity, and colleague development.Key Responsibilities:Lead branch sales efforts and maintain...
-
Pasadena, California, United States Western Asset Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Public Fund and Multi-Employer Client Service Executive to join our team at Western Asset Management. As a key member of our client service team, you will be responsible for managing and growing relationships with public sector clients, including state and local governments, municipalities, and...
-
Travel Nurse RN Position
2 days ago
Pasadena, California, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RNHealthEcareers - Client is seeking a skilled Travel Nurse RN to join their team in Los Angeles, California.Job Description & RequirementsSpecialty: Emergency DepartmentDiscipline: Registered Nurse (RN)Duration: 13 weeksShift: 12 hours, nightsEmployment Type: TravelAs a Travel Nurse RN, you will have the opportunity to work in a...
-
South Pasadena, California, United States The Bank of America Corporation Full timeAbout This RoleAt Bank of America, we're driven by a shared purpose to help make financial lives better. Our team is dedicated to delivering exceptional client service and building strong relationships with our customers. As a Financial Center Client Service Representative, you'll play a critical role in helping our clients achieve their financial goals.Key...
-
Psychological Services Associate, Corrections
3 weeks ago
Pasadena, California, United States Commonwealth of Pennsylvania Full timeJob Title: Psychological Services Associate, CorrectionsAre you looking for a challenging and rewarding career in the field of psychology? The Commonwealth of Pennsylvania is seeking a highly motivated Psychological Services Associate, Corrections to join our dynamic team.This is an exciting opportunity to work with a diverse population and make a positive...