Registered Client Service Associate

Wedbush Securities•Cleveland, OH

32d•$31 - $36

About The Position

Wedbush Securities is a leading securities firm and investment bank, known for delivering innovative financial solutions across 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 locations nationwide, our focus on providing exceptional, personalized service has been key to our continued growth. Our Cleveland office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management.

Requirements

Bachelor's Degree from an accredited university
FINRA Series 7 and 66 OR Series 7 and 63 & 65 certifications required
Minimum of 3 years of professional experience preferred
Strong commitment to delivering exceptional customer service
Proficient understanding of general office procedures and office equipment
Expertise in Microsoft Office Suite (Word, Excel, PowerPoint)
Professional appearance and demeanor is essential
Positive, proactive attitude with the ability to prioritize, multitask, and meet deadlines

Responsibilities

Provide sales and administrative support to clients and Financial Advisors
Maintain and update client account information, assisting Financial Advisors with specialized projects
Coordinate, prepare, and assist with client review meetings and new account setups
Organize and manage calendars, appointments, and meetings efficiently
Process invoices, check requests, and expense reports in a timely manner
Research, plan, and arrange detailed travel itineraries, compiling all necessary documents for travel and appointments
Interact with clients both in-person and over the phone, delivering exceptional service
Prepare correspondence, presentations, and reports as required
Track and follow up on time-sensitive tasks and deliverables
Answer phones, taking precise and detailed messages
Maintain organized files and documentation
Perform other duties and tasks as required and assigned

Benefits

Comprehensive medical, dental, and vision coverage with multiple health plan options for you and your family
Health Savings Account with company-sponsored contributions
Flexible Spending Accounts (FSA) traditional and dependent care
Pre-Tax Commuter Benefits
401(k) plan with discretionary, competitive company matching and profit-sharing contributions
Tuition reimbursement up to $5,250/year
3 weeks of Paid Time Off
2 weeks of Paid Sick Time (may vary by location)
10 Paid Holidays
Charitable Donation Matching Contributions
Paid Leave (Parental Bonding, Military, Jury Duty, Volunteer Time Off, Disability, etc.)
FINRA License Sponsorship
Travel & Employee Assistance and Employee Discount Programs