Wedbush Securities is one of the largest securities firms and investment banks in the nation. Our Correspondent Services Division has an immediate need for a Client Services/Liaison Associate, who will be responsible for client services with a focus on cash and securities transfers between Wedbush Securities Inc. and the broker-dealer clients.
Responsibilities:
* Review and approve wires, ACHs, and check requests * Review and approve Letters of Authorization * Provide training and support to correspondent clients * Answer and direct calls and act as an information resource * Act as a liaison and problem-solver to both internal and external contacts * Assist with process improvements and document internal processes & procedures * Handle confidential and sensitive information with discretion * Other duties and projects as assigned
Experience and Skills
* BA/BS degree or equivalent work experience required * Series 7 and other FINRA license preferred * 2-5 years of brokerage experience preferred * Extremely strong organizational, time management and project management skills * Strategic thinker with creative and effective problem solving skills * Solid verbal and written communication skills * Proficient with MS Office software * Able to build Excel spreadsheets and analyze data is essential * Able to prioritize, multi-task and meet tight deadlines in a fast-paced environment
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