Registered Client Service Associate

Job DescriptionWedbush 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 Pasadena 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 ToProvide sales and administrative support to clients and Financial AdvisorsMaintain and update client account information, assisting Financial Advisors with specialized projectsCoordinate, prepare, and assist with client review meetings and new account setupsOrganize and manage calendars, appointments, and meetings efficientlyProcess invoices, check requests, and expense reports in a timely mannerResearch, plan, and arrange detailed travel itineraries, compiling all necessary documents for travel and appointmentsInteract with clients both in-person and over the phone, delivering exceptional servicePrepare correspondence, presentations, and reports as requiredTrack and follow up on time-sensitive tasks and deliverablesAnswer phones, taking precise and detailed messagesMaintain organized files and documentationPerform other duties and tasks as required and assignedExperience And SkillsBachelor’s Degree or equivalent work experience preferredFINRA Series 7 and 66 OR Series 7 and 63 & 65 certifications requiredMinimum of 3 years of professional experience preferredStrong commitment to delivering exceptional customer serviceProficient understanding of general office procedures and office equipment Expertise in Microsoft Office Suite (Word, Excel, PowerPoint)Professional appearance and demeanor is essentialPositive, proactive attitude with the ability to prioritize, multitask, and meet deadlinesWhat We OfferAs part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture.Comprehensive medical, dental, and vision coverage with multiple health plan options for you and your familyHealth Savings Account with company-sponsored contributionsFlexible Spending Accounts (FSA) traditional and dependent carePre-Tax Commuter Benefits401(k) plan with discretionary, competitive company matching and profit-sharing contributionsTuition reimbursement up to $5,250/year3 weeks of Paid Time Off2 weeks of Paid Sick Time (may vary by location)10 Paid HolidaysCharitable Donation Matching ContributionsPaid Leave (Parental Bonding, Military, Jury Duty, Volunteer Time Off, Disability, etc.)FINRA License SponsorshipTravel & Employee Assistance and Employee Discount ProgramsThe reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $30.00/hr to $33.65/hr. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as 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-overviewThis position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq,, Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.