More jobs:
Client Service Specialist, Securities Operations
Job in
Pasadena, Los Angeles County, California, 91122, USA
Listed on 2026-08-14
Listing for:
Wedbush
Full Time
position Listed on 2026-08-14
Job specializations:
-
Finance & Banking
Banking Operations
Job Description & How to Apply Below
Wedbush Securities is seeking a Client Service Associate in Pasadena to open accounts for correspondent broker-dealers, perform client service duties, and ensure quality control. Responsibilities include reviewing transfer requests, processing forms, gathering documentation, and liaising with service departments to ensure timely and accurate requests.
The role requires an Associate's Degree (Bachelor's preferred) and at least 3 years in financial services, with strong Excel and communication
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