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Client Support Professional
3 weeks ago
Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California, with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth.
What You'll Do
- Support Financial Advisors and senior-level management with administrative tasks.
- Maintain accurate client account information.
- Prepare for client review meetings and set up new accounts.
- Process invoices, check requests, and expense reports.
- Research and arrange detailed travel plans.
- Interact with customers and answer phones.
- Prepare correspondence, presentations, and reports.
- Follow up on deadline-driven tasks and issues.
Why Work at Wedbush?
- We offer comprehensive benefits packages.
- A range of opportunities for professional growth and development.
- A collaborative work environment.
- The chance to make a real difference in people's lives.
Salary Range
$30-$32.92/hr
