Wedbush Morgan Securities Los Angeles , CA 90009
Posted 1 week 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. Our Seattle office has an immediate need for a Registered 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
Experience and Skills
Bachelor's Degree from an accredited university
FINRA Series 7 license required
3+ years broker/dealer sales support experience 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 is essential
Positive 'can-do' attitude, ability to prioritize, multi-task, and meet deadlines required
What We Offer
What Wedbush Offers You
As part of the overall compensation package, Wedbush Securities (WS) offers an array of diverse benefits to our Colleagues.
Comprehensive medical, dental, and vision coverage with multiple health plan options
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
Discretionary compensation based on the colleague's and the firm's performance
Applications will be accepted until the position is filled. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to location; skill sets; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the current hiring range is $30-$32.92/hr.
At Wedbush, we recognize that a diverse and inclusive workforce drives innovation, results in higher Colleague satisfaction, fosters superior client service, and adds meaningful value for stakeholders. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm and provided equal opportunities to succeed.
Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here https://www.e-verify.gov/employees/e-verify-overview
Wedbush Morgan Securities