Our Seattle office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities include, but are not ...
Our Seattle office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities include, but are not ...
Associate Client Advisor - 399692
Seattle, WA · On-site
They are looking to add an Associate Client Advisor to their team. The Seattle office is a small ... the Senior Client Advisor, responding to inquiries and coordinating day-to-day service needs.
Associate Client Advisor - 399692
Seattle, WA · On-site
They are looking to add an Associate Client Advisor to their team. The Seattle office is a small ... the Senior Client Advisor, responding to inquiries and coordinating day-to-day service needs.
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Client Service Associate
Seattle, WA · On-site
$70K - $90K/yr
Job Summary The Client Service Associate plays a vital role in supporting Financial Advisors and providing exceptional service to clients within a small, family-owned Raymond James office located in ...
Quick apply
Be Seen First
Client Service Associate
Seattle, WA · On-site
$70K - $90K/yr
Job Summary The Client Service Associate plays a vital role in supporting Financial Advisors and providing exceptional service to clients within a small, family-owned Raymond James office located in ...
Client Service Associate
Bellevue, WA · Hybrid
$60K - $70K/yr
As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. This position is located ...
Quick apply
Client Service Associate
Bellevue, WA · Hybrid
$60K - $70K/yr
As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. This position is located ...
Client Service Associate
Redmond, WA · On-site +1
$16.25 - $22.50/hr
The Client Service Associate is responsible for the day-to-day servicing of clients and account maintenance, serving as a key contact person for all account-related client requests. Duties ...
Client Service Associate
Redmond, WA · On-site +1
$16.25 - $22.50/hr
The Client Service Associate is responsible for the day-to-day servicing of clients and account maintenance, serving as a key contact person for all account-related client requests. Duties ...
Client Service Associate
Bellevue, WA · Hybrid
$16.25 - $22.50/hr
As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. This position is located ...
Client Service Associate
Bellevue, WA · Hybrid
$16.25 - $22.50/hr
As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. This position is located ...
Client Service Associate
$16.25 - $22.50/hr
The Client Service Associate is responsible for the day-to-day servicing of clients and account maintenance, serving as a key contact person for all account-related client requests. Duties ...
Client Service Associate
$16.25 - $22.50/hr
The Client Service Associate is responsible for the day-to-day servicing of clients and account maintenance, serving as a key contact person for all account-related client requests. Duties ...
Client Service Associate
Bellevue, WA · Hybrid
$60K - $70K/yr
As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. This position is located ...
Quick apply
Client Service Associate
Bellevue, WA · Hybrid
$60K - $70K/yr
As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. This position is located ...
Client Service Associate
Bellevue, WA · On-site
$60K - $70K/yr
As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. This position is located ...
Client Service Associate
Bellevue, WA · On-site
$60K - $70K/yr
As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. This position is located ...
Senior Client Service Manager, Client Experience
$147K - $198K/yr
The Client Service team has a dedicated role in this mission by actively gathering client feedback and ensuring those insights lead to tangible improvements in how we work. We are seeking a Senior ...
Senior Client Service Manager, Client Experience
$147K - $198K/yr
The Client Service team has a dedicated role in this mission by actively gathering client feedback and ensuring those insights lead to tangible improvements in how we work. We are seeking a Senior ...
Client Service Associate
$54K - $72K/yr
As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with ...
Client Service Associate
$54K - $72K/yr
As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with ...
Client Service, Associate
$80K - $90K/yr
About the Role We are seeking a detail-oriented client services professional to join our team. This role is ideal for an early career professional who excels in client service, operations, and ...
Client Service, Associate
$80K - $90K/yr
About the Role We are seeking a detail-oriented client services professional to join our team. This role is ideal for an early career professional who excels in client service, operations, and ...
Registered Client Service Associate
$30 - $33.65/hr
Our Seattle office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities include, but are not ...
Registered Client Service Associate
$30 - $33.65/hr
Our Seattle office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities include, but are not ...
Client Service, Associate
Seattle, WA · On-site
$80K - $90K/yr
About the Role We are seeking a detail-oriented client services professional to join our team. This role is ideal for an early career professional who excels in client service, operations, and ...
Client Service, Associate
Seattle, WA · On-site
$80K - $90K/yr
About the Role We are seeking a detail-oriented client services professional to join our team. This role is ideal for an early career professional who excels in client service, operations, and ...
Client Service Associate
$54K - $72K/yr
As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with ...
Quick apply
Client Service Associate
$54K - $72K/yr
As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with ...
Registered Client Service Associate
Seattle, WA · On-site
$30 - $33.65/hr
Our Seattle office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities include, but are not ...
Registered Client Service Associate
Seattle, WA · On-site
$30 - $33.65/hr
Our Seattle office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities include, but are not ...
Client Service Associate
Kirkland, WA · On-site
$54K - $72K/yr
As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with ...
Client Service Associate
Kirkland, WA · On-site
$54K - $72K/yr
As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with ...
Registered Client Service Associate
$30 - $33.65/hr
Our Seattle office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities include, but are not ...
Registered Client Service Associate
$30 - $33.65/hr
Our Seattle office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities include, but are not ...
Client Services Manager
Renton, WA · On-site
$22 - $36/hr
... Senior Client Service Associate and Client Services Associate roles as necessary. Other duties as assigned. Work Environment: Candidates within 30 miles of one of our four office locations may be ...
Client Services Manager
Renton, WA · On-site
$22 - $36/hr
... Senior Client Service Associate and Client Services Associate roles as necessary. Other duties as assigned. Work Environment: Candidates within 30 miles of one of our four office locations may be ...
Client Service, Senior Associate
Seattle, WA · Hybrid
$85K - $100K/yr
About the Role We are seeking an accomplished Senior Associate in Client Service to join one our team. The ideal candidate is a highly organized professional with exceptional communication skills ...
Client Service, Senior Associate
Seattle, WA · Hybrid
$85K - $100K/yr
About the Role We are seeking an accomplished Senior Associate in Client Service to join one our team. The ideal candidate is a highly organized professional with exceptional communication skills ...
Sr Client Service Associate information
See Renton, WA salary details
$10 - $11.90
3% of jobs
$11.90 - $13.79
8% of jobs
$13.79 - $15.68
12% of jobs
$15.81 is the 25th percentile. Wages below this are outliers.
$15.68 - $17.58
28% of jobs
$17.58 - $19.47
15% of jobs
$21.03 is the 75th percentile. Wages above this are outliers.
$19.47 - $21.36
11% of jobs
$21.36 - $23.25
8% of jobs
$23.25 - $25.15
5% of jobs
$25.15 - $27.04
4% of jobs
$27.04 - $28.93
3% of jobs
$28.93 - $30.82
2% of jobs
$10
$19
$30
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Job description
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 Seattle office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management.
Responsibilities include, but are not limited to:Â
- 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
- Bachelor's Degree or equivalent work experience preferred
- 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 equipmentÂ
- 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
About Wedbush Securities
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
501 - 1,000 Employees
Headquarters location
Los Angeles, CA, US
Year founded
1955