Client Service Associate
Job Posting for Client Service Associate at Wedbush Securities
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. Our Seattle office has an immediate need for a Client Service Associate to support Financial Advisors and senior level management.
Responsibilities include, but are not limited to:
- Provide sales and administrative support to customers and Financial Advisors
- Maintain client account information and assist Financial Advisors with special projects as needed
- 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: prepare travel itineraries and compile all documents and information needed for travel and appointments
- 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
- Perform other duties and tasks as assigned and required
Required Experience:
- Bachelor's Degree from an accredited university
- FINRA Series 7 license preferred but not required
- 3 years broker/dealer sales support experience preferred but not required
- Strong commitment to customer service
- Basic/working knowledge of general office procedures and equipment (multi-line phones, FAX, computer and keyboard skills)
- Proficient in MS Office
- Professional appearance and demeanor is essential
- Positive 'can-do' attitude, ability to prioritize, multi-task, and meet deadlines required
From: Wedbush Securities
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