Client Service Associate
4 days ago
Wedbush Securities is a leading securities firm and investment bank, providing innovative financial solutions through its Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. With over 100 offices and more than 80 correspondent offices, the company is headquartered in Los Angeles, California.
Job Summary:We are seeking a highly motivated and detail-oriented Registered Client Service Associate to support Financial Advisors and senior-level management. The successful candidate will provide exceptional sales and administrative support to customers and Financial Advisors, maintaining client account information and assisting with special projects as needed.
Key Responsibilities:- Provide sales and administrative support to customers and Financial Advisors
- Maintain client account information and assist Financial Advisors with special projects
- Coordinate and prepare for client review meetings and set up new accounts
- Organize and maintain calendar and meeting schedule
- Process invoices, check requests, and expense reports
- Research and arrange detailed travel plans
- Interact with customers both in person and on the phone
- 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 broker/dealer sales support experience preferred
As a valued member of the Wedbush Securities team, you will enjoy a comprehensive benefits package, including:
- 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: 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
Wedbush Securities is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to fostering a culture of inclusion and diversity, where all employees feel valued and empowered to succeed.
-
Client Service Associate
1 month ago
Seattle, Washington, United States Corps Team Full timeClient Service AssociateCorps Team is seeking a skilled Client Service Associate to join our team. As a key member of our Client Service team, you will be responsible for delivering exceptional client service and support.Key Responsibilities:Process new account set-ups, change requests, and cash raises for RIA and BD clientsCollaborate with portfolio...
-
Client Service Associate
3 weeks ago
Seattle, Washington, United States Phaxis Full timeClient Service AssociateWe are seeking a highly motivated and experienced Client Service Associate to join our dynamic team at Phaxis. The ideal candidate will have a proven track record in financial services, with a passion for delivering exceptional client service in a fast-paced environment.Key Responsibilities:Manage new account setup, handle change...
-
Client Service Associate
3 weeks ago
Seattle, Washington, United States Corps Team Full timeJob SummaryWe are seeking a highly skilled Client Service Associate to join our Corps Team in New York City or Seattle. This is a 3+ month contract role that offers a hybrid work arrangement, with 3 days of onsite work per week.About the RoleThe Client Service team collaborates with portfolio management, operations, trading, and distribution to deliver...
-
Client Service Associate
3 weeks ago
Seattle, Washington, United States Ameriprise Financial Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our operations team at Ameriprise Financial. As a Client Service Associate, you will play a critical role in supporting our advisors and clients by providing exceptional service and support.Key ResponsibilitiesAssist advisors in servicing clients, including...
-
Client Service Associate
3 weeks ago
Seattle, Washington, United States Cypress HCM Full timeAbout the Company:Cypress HCM is a leading provider of innovative solutions for the financial services industry.About the Role:We are seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors and senior-level management while...
-
Client Service Associate
4 days ago
Seattle, Washington, United States Ameriprise Financial Full timeAbout the RoleWe are seeking a highly skilled Client Service Associate to join our operations team at Ameriprise Financial. As a key member of our team, you will play a vital role in supporting our advisors and clients by providing exceptional service and support.Key ResponsibilitiesAssist advisors in servicing clients, including preparing financial plans,...
-
Client Service Associate
3 weeks ago
Seattle, Washington, United States Ameriprise Financial Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Ameriprise Financial. As a Client Service Associate, you will play a critical role in providing dedicated support to high-producing advisors by preparing portfolio materials for client meetings, leveraging your analytical skills to build financial...
-
Client Service Associate
3 weeks ago
Seattle, Washington, United States Raymond James Financial Full timeJob OverviewWe are seeking a highly skilled Client Service Associate to join our team at Raymond James Financial. As a key member of our independent financial advisor network, you will play a vital role in delivering exceptional personalized customer service and building strong client relationships.Key ResponsibilitiesDeliver exceptional customer service,...
-
Client Service Associate
3 days ago
Seattle, Washington, United States Raymond James Financial Full timeJob OverviewWe are seeking a highly skilled Client Service Associate to join our team at Raymond James Financial. As a key member of our independent financial advisor network, you will play a vital role in delivering exceptional personalized customer service and building strong client relationships.Key ResponsibilitiesDeliver exceptional personalized...
-
Client Services Associate
3 days ago
Seattle, Washington, United States SPS North America Inc Full timeJob Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.Job Overview:The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas:Processing of inbound/outbound...
-
Client Service Associate
3 weeks ago
Seattle, Washington, United States Cypress HCM Full timeAbout the RoleA large securities client is seeking a contract Client Service Associate to support Financial Advisors and senior-level management while providing sales and administrative support to customers.ResponsibilitiesMaintain client account information and assist Financial Advisors with special projects as neededCoordinate and prepare for client review...
-
Client Service Associate
1 month ago
Seattle, Washington, United States Cypress HCM Full timeAbout Cypress HCM: We are seeking a highly skilled Client Service Associate to join our team in downtown Seattle. As a contract hire, you will provide exceptional support to our Financial Advisors and senior management while delivering top-notch sales and administrative services to our clients.About the Role: Key Responsibilities Include:Manage client...
-
Client Service Liaison
2 days ago
Seattle, Washington, United States Invesco Full timeAbout the RoleThe Client Service team is a key component of Invesco's boutique office in downtown Seattle. As a Client Service Associate, you will partner with the portfolio management team, operations, trading, and distribution to deliver exceptional service to our clients.Key ResponsibilitiesCollaborate with cross-functional teams to provide best-in-class...
-
Client Advisory Associate
3 weeks ago
Seattle, Washington, United States International Search Consultants Full time{"title": "Associate Client Advisor", "subtitle": "Join our team of experienced professionals in delivering high-touch service to Ultra High Net Worth Clients.", "content": "About the Company:Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. Focusing on...
-
Client Service Representative
3 weeks ago
Seattle, Washington, United States Phaxis Full timeClient Service AssociateWe are seeking a highly motivated and experienced Client Service Associate to join our dynamic team at Phaxis. The ideal candidate will have a passion for delivering exceptional client service in a team-oriented environment and a strong background in financial services.Key Responsibilities:Manage new account setup, handle change...
-
Client Support Associate
1 week ago
Seattle, Washington, United States Apollo Consulting Group Full timeClient Support AssociateWe are seeking a highly motivated and ambitious Client Support Associate to join our esteemed Client Service Department at Apollo Consulting Group. Our team is dedicated to delivering exceptional customer experiences and driving business growth through strategic partnerships.Key Responsibilities:Provide top-notch customer service by...
-
Client Service Liaison
1 week ago
Seattle, Washington, United States Invesco Full timeAbout the RoleThe Client Service team is a key component of Invesco's boutique office in downtown Seattle, working closely with the portfolio management team, operations, trading, and distribution to deliver exceptional service to clients.Key ResponsibilitiesPartner with portfolio management to provide best-in-class service to clientsCollaborate with...
-
Client Service Representative
3 weeks ago
Seattle, Washington, United States Cypress HCM Full timeAbout the CompanyCypress HCM is a leading provider of innovative solutions for the financial services industry.About the RoleWe are seeking a highly motivated and organized Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors and senior level management while providing...
-
Client Service Representative
2 days ago
Seattle, Washington, United States VCA Animal Hospitals Full timeAbout the RoleVCA Five Corners Animal Hospital is seeking a part-time Client Service Representative to join our team. As the first point of contact for clients, you will play a crucial role in setting the tone for our practice and building trust with our customers.Key ResponsibilitiesProvide exceptional customer service, including greeting visitors,...
-
Client Services Specialist
2 days ago
Seattle, Washington, United States CBRE Full timeAbout the Role:This position is responsible for providing administrative support to a team of sales professionals, helping them achieve business objectives.Key responsibilities include preparing proposal and presentation materials, coordinating marketing efforts, and providing exceptional client service.Key Responsibilities:Capture and process documentation...