REGISTERED CLIENT SERVICE ASSOCIATE

3 weeks ago

Austin TX USA, United States Oppenheimer & Co Full time
Oppenheimer Private Client Group is a full-service financial services firm with an emphasis on providing premier financial advice and guidance to the increasingly local affluent marketplace.

Job Description

Primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards.

Responsibilities

* Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
* Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
* Learn to utilize research and technical support tools
* Produce quality analytical reports using various software programs
* Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
* Act with integrity and respect in all situations
* Cultivate and grow existing client relationships
* Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
* Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
* Local office interaction with other support members, Financial Advisors and Management

Skills and Requirements

* Series 7 and 63/65 (or 66) required
* 3+ years experience working as a sales assistant/CSA in a corporate/brokerage environment
* Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
* Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
* Must be able to maintain the highest level of confidentiality
* Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
* Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
* Able to meet designated deadlines and work effectively in a pressurized environment
* Demonstrate the ability to handle multiple tasks to completion with little or no supervision

Compensation:

The total compensation for this role is determined based on various factors, including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the base salary range for this position is $55,000.00-$65,000.00. In addition, certain positions are eligible for additional forms of compensation such as discretionary bonus.

#LI-KG1

  • Registered Client Service Associate

    1 day ago

    Austin, United States Hilltop Securities Inc Full time

    JOB DESCRIPTION Position can be based out of our Austin or San Antonio location. HilltopSecurities is currently looking to hire a Registered Client Service Associate. Based on the candidates location preference, this role can be performed at our Austin or San Antonio location. This role will provide support for several financial advisors and assist in...

  • Registered Client Service Associate

    6 days ago

    Austin, United States Hilltop Securities Inc Full time

    JOB DESCRIPTION Position can be based out of our Austin or San Antonio location. HilltopSecurities is currently looking to hire a Registered Client Service Associate. Based on the candidate's location preference, this role can be performed at our Austin or San Antonio location. This role will provide support for several financial advisors and assist in...

  • Client Service Associate

    6 days ago

    Austin, United States Hilltop Holdings Full time

    Job DescriptionHilltopSecurities is currently looking to hire a Registered Client Service Associate. Based on the candidate's location preference, this role can be performed at our Austin or San Antonio location. This role will provide support for several financial advisors and assist in servicing a large client base that is continually growing....

  • Registered Client Service Associate

    1 week ago

    Austin, United States Hilltop Securities Inc. Full time

    JOB DESCRIPTIONPosition can be based out of our Austin or San Antonio location.HilltopSecurities is currently looking to hire a Registered Client Service Associate. Based on the candidate's location preference, this role can be performed at our Austin or San Antonio location. This role will provide support for several financial advisors and assist in...

  • Registered Client Service Associate

    1 week ago

    Austin, United States Hilltop Securities Inc. Full time

    JOB DESCRIPTIONPosition can be based out of our Austin or San Antonio location.HilltopSecurities is currently looking to hire a Registered Client Service Associate. Based on the candidate's location preference, this role can be performed at our Austin or San Antonio location. This role will provide support for several financial advisors and assist in...

  • Registered Client Service Associate

    1 week ago

    Austin, United States Hilltop Securities Inc. Full time

    JOB DESCRIPTIONPosition can be based out of our Austin or San Antonio location.HilltopSecurities is currently looking to hire a Registered Client Service Associate. Based on the candidate's location preference, this role can be performed at our Austin or San Antonio location. This role will provide support for several financial advisors and assist in...

  • Client Service Associate

    2 weeks ago

    Austin, United States Hilltop Holdings Full time

    HilltopSecurities is currently looking to hire a Registered Client Service Associate. Based on the candidate's location preference, this role can be performed at our Austin or San Antonio location. This role will provide support for several financial advisors and assist in servicing a large client base that is continually growing. HilltopSecurities Inc., a...

  • Registered Client Service Associate

    5 hours ago

    Austin, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Austin, TX is seeking an experienced and exceptionally sharp, motivated, and detail-oriented Registered Client Service Associate to join their team to provide proactive in-office support to financial...

  • Registered Client Service Associate

    2 days ago

    Austin, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Austin, TX is seeking an experienced and exceptionally sharp, motivated, and detail-oriented Registered Client Service Associate to join their team to provide proactive in-office support to financial...

  • Registered Client Service Associate

    3 days ago

    Austin, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Austin, TX is seeking an experienced and exceptionally sharp, motivated, and detail-oriented Registered Client Service Associate to join their team to provide proactive in-office support to financial...

  • Registered Client Service Associate-Austin, TX

    3 weeks ago

    Austin, United States Raymond James Full time

    Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch...

  • Registered Client Service Associate-Austin, TX

    3 weeks ago

    Austin, United States Raymond James Financial, Inc. Full time

    **Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...

  • Registered Client Service Associate-Austin, TX

    7 days ago

    Austin, United States Raymond James Financial Services Full time

    Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

  • Registered Client Service Associate-Austin, TX

    1 day ago

    Austin, United States Raymond James Financial Services Full time

    Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

  • Client Associate

    3 weeks ago

    Austin, United States HUB International Limited Full time

    MISSION STATEMENT:We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of Client Associate, Associate, Client, Banking, Insurance, Financial

  • Client Associate

    3 weeks ago

    Austin, United States HUB International Limited Full time

    About Us:HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,00 Client Associate, Associate, Client, Banking, Insurance, Financial

  • Client Associate

    4 days ago

    Austin, United States HUB International Full time

    About Us:HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,00 Client Associate, Associate, Client, Banking, Insurance, Financial

  • Registered Client Associate

    4 days ago

    Austin, United States Ascendo Resources Full time

    Responsibilities: Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity. Proactively communicate with clients to address inquiries, provide updates on account activity, and offer support as needed. Anticipate client needs and identify opportunities to enhance the client...

  • Client Service Representative

    4 days ago

    Austin, United States VCA Animal Hospitals Full time

    VCA Anderson Mill Animal Hospital is a busy, 3-doctor, AAHA-accredited, small animal practice located in Austin, Texas. Our hospital has been serving the north Austin community for over 40 years. Client Service Representative Are you looking to join a team that values your ability to make personal connections? Are you eager to provide a compassionate...

  • Manager-retirement Client Services Training

    1 week ago

    Austin, United States Ascensus Full time

    **Section 1: Position Summary** Responsible for managing a team of Client Services coaches. Responsible for implementing a Learning and Development and associate onboarding strategy that will lead to increased client satisfaction, client retention and a positive associate experience. Partners with leadership to determine department and associate needs and...