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Margin Associate Jobs in California (NOW HIRING)

Wedbush Securities

Client Service Associate

Los Angeles, CA · On-site

$15.50 - $21.50/hr

Our Correspondent Services Division has an immediate need for a Client Service Associate. This ... Ability to explain account activity, margin requirements, and account charges clearly and ...

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Margin Associate information

What is a margin associate?

Margin Associates are financial professionals who work within brokerage firms or investment banks, specializing in managing margin accounts and ensuring compliance with regulatory requirements. They monitor client accounts for proper margin levels, process margin calls, and help minimize the firm's risk exposure related to lending for securities trading. Their role involves frequent communication with clients and internal teams, reconciliation of account activity, and staying updated on industry regulations. Margin Associates are essential for maintaining the financial stability and integrity of trading operations that involve borrowing funds.

What are the key skills and qualifications needed to thrive as a margin associate?

To excel as a Margin Associate, you need strong analytical skills, attention to detail, and a solid understanding of financial markets and margin regulations, typically supported by a degree in finance, accounting, or a related field. Familiarity with margin management systems, risk assessment tools, and proficiency in Excel or similar software is commonly required. Exceptional organizational skills, clear communication, and the ability to work well under pressure are standout soft skills in this role. These qualifications ensure accurate margin calculations, risk mitigation, and effective client service in fast-paced trading environments.

What are some common challenges margin associates face when managing client margin accounts?

Margin Associates often encounter challenges such as ensuring daily compliance with regulatory requirements, accurately monitoring client accounts for margin deficiencies, and responding quickly to market fluctuations that impact margin levels. They also need to communicate effectively with both clients and internal teams to resolve issues and process margin calls efficiently. Staying organized and detail-oriented is essential, as the role involves handling sensitive financial data and requires adherence to strict deadlines.

What is the difference between Margin Associate vs Credit Analyst?

AspectMargin AssociateCredit Analyst
Required CredentialsHigh school diploma or equivalent; some roles may prefer finance-related certificationsBachelor's degree in finance, economics, or related field; certifications like CFA can be a plus
Work EnvironmentFinancial institutions, brokerage firms, trading floorsBanks, investment firms, credit agencies
Employer & Industry UsageUsed in trading and brokerage settings to manage margin accountsUsed in banking and lending to assess creditworthiness

The Margin Associate primarily focuses on managing client margin accounts and ensuring compliance with trading requirements, often working in brokerage firms. In contrast, a Credit Analyst evaluates the credit risk of individuals or companies to determine loan eligibility. While both roles require financial knowledge, the Margin Associate is more involved in trading operations, whereas the Credit Analyst concentrates on credit assessment and risk management.

What are the most commonly searched types of Margin jobs in California?

The most popular types of Margin jobs in California are:

What are popular job titles related to Margin Associate jobs in California?

For Margin Associate jobs in California, the most frequently searched job titles are:

What job categories do people searching Margin Associate jobs in California look for?

The top searched job categories for Margin Associate jobs in California are:

What cities in California are hiring for Margin Associate jobs?

Cities in California with the most Margin Associate job openings:

Margin Associate jobs near you
Infographic showing various Margin Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Associate, Pricing & Commercial Operations

San Mateo, CA • On-site

Verkada
Software Development • 1 - 5K employees
Learn more about Verkadaexternal

Full-time

Medical, Dental, Vision, PTO

Re-posted 15 days ago

Job description

About the Role

Verkada's Pricing & Commercial Operations team is looking for a new Associate to join our growing team. This high-impact and cross-functional role partners closely with Sales, Sales Ops, Finance, & Product to help develop and deliver the processes and frameworks around pricing strategy and execution. We are developing the Deal Desk to help accelerate revenue while delivering on margin targets for the business. This role & team has a broad mandate with widespread company and executive exposure.

What You'll Do
  • Balance revenue vs. margin goals for the company across multiple products, channels, segments, and geographies
  • Develop scalable processes and high performance teams to manage a variety of deal types, ranging from multi-million dollar deals with global companies to small / midsize deals
  • Ensure our global sales teams can continue to move very quickly and customize solutions for their customers and partners
  • Review discount approval requests and analyze competitive dynamics on a deal by deal basis to maximize gross margin
  • Grow total revenue by monitoring success and engagement of sales incentives programs
  • Drive independent projects to find revenue/margin opportunities, then build and scale them
What You Bring
  • Minimum of 2 years of experience in a business oriented function
  • Undergraduate degree in Economics, Finance, Engineering, or similar quantitative field
  • Strong quantitative capabilities, ability to engage at portfolio and deal level
  • Willingness to roll up your sleeves and dig into data
  • Ability to collaborate with and influence Sales, Product Management, and Executive teams
  • Experience selling or pricing enterprise products is a bonus
  • Experience using agentic AI coding assistants (e.g. Claude Code, Cursor, Codex) to automate business processes or create internal tools is a bonus 
Employee Benefits

Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

  • Healthcare programs that can be tailored to meet the personal health and financial well-being needs. Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans
  • Nationwide medical, vision, and dental coverage
  • Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options
  • Expanded mental health support
  • Paid parental leave policy & fertility benefits
  • Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO, and personal sick time
  • Professional development stipend
  • Fertility stipend 
  • Wellness/fitness benefits
  • Healthy lunches provided daily
  • Commuter benefits
Additional Information
  • You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.

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