Registered Client Service Associate

2 weeks ago

Boston, United States Oppenheimer & Co Full time

Who We Are:

Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Job Description

Oppenheimer & Co. Inc.s Private Client Division is currently seeking a Registered Client Service Associate for their Bellevue branch office. The RCSA's 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 that overseas $300 million in client assets. 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
* Assist with marketing efforts and plan client events
* 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/Requirements

* Series 7 and 63/65 (or 66) required (within first three months of hire)
* Certified Financial Planner (CFP) certification required
* 5+ 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 under time constraints
* Demonstrate the ability to handle multiple tasks to completion with little or no supervision
* Interact with clients and compile and complete, present financial plans to clients

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