Job Posting for Registered Client Service Associate at Wedbush Securities
Job Description:
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 Lake Oswego office is seeking a Registered Client Service Associate to support assigned Financial Advisors.
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 arranges detailed travel plans: prepare travel itineraries and compiles 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 tasks and duties as required and assigned
Required Experience:
Bachelor's Degree from an accredited university, preferred but not required
2 years broker/dealer administrative and sales support required
FINRA Series 7 and 66 licenses preferred
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 essential
Positive 'can-do' attitude, ability to prioritize, multi-task and meet deadlines required
Salary.com Estimation for Registered Client Service Associate in Lake Oswego, OR
$57,504 to $82,640
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