Registered Client Service Associate
2 months ago
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 DescriptionOppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Florham Park 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 ManagementSkills/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
-
Client Service Associate
2 weeks ago
Florham Park, New Jersey, United States Oppenheimer & Co. Full timeJob Title: Registered Client Service AssociateOppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer. We are seeking a highly skilled Registered Client Service Associate to join our Private Client Division in Florham Park.Job SummaryThe Registered Client Service Associate will provide exceptional support to our...
-
Client Associate/Registered Client Associate
2 weeks ago
Florham Park, New Jersey, United States RBC Capital Markets, LLC Full timeJob SummaryJob DescriptionWhat is the opportunity?At RBC Wealth Management, we are seeking a highly skilled Client Associate/Registered Client Associate to join our team. As a trusted resource to our clients, advisors, and branch, you will use your administrative and operational skills to help our advisors manage and grow their business. You will demonstrate...
-
Client Service Associate
7 days ago
Florham Park, New Jersey, United States Oppenheimer & Co. Full timeJob Title: Registered Client Service AssociateAbout the Role:Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate to support Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice. The ideal candidate will possess superior interpersonal and multi-tasking skills, with the ability to operate...
-
Client Associate/Registered Client Associate
3 weeks ago
Florham Park, New Jersey, United States RBC Capital Markets, LLC Full timeJob SummaryEmbrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors, and branch. Use your administrative and operational skills to help our advisors manage and grow their...
-
Client Associate/Registered Client Associate
2 weeks ago
Florham Park, New Jersey, United States RBC Capital Markets, LLC Full timeJob SummaryEmbracing RBC Wealth Management's core values and inclusive culture, we are seeking a skilled Client Associate/Registered Client Associate to join our team. As a trusted resource to our clients, advisors, and branch, you will utilize your administrative and operational skills to help our advisors manage and grow their business.Key...
-
Registered Client Service Associate
4 weeks ago
Florham Park, United States Oppenheimer & Co. Full timeWho 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...
-
Client Service Associate
3 weeks ago
Florham Park, United States Oppenheimer & Co. Full timeWho 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...
-
Client Service Associate
1 month ago
Florham Park, United States Oppenheimer & Co. Full timeOppenheimer & 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...
-
Client Service Associate
4 weeks ago
Florham Park, United States Oppenheimer & Co. Full timeWho 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...
-
Client Services Associate
4 weeks ago
Villa Park, United States TalentWealth Full timeTalentWealth Recruiting, a boutique recruiting firm focusing on financial services positions, is assisting an independent financial advisory practice in Villa Park, IL in hiring a Client Service Associate (Registered, or non-Registered). Job Overview The Client Services Associate provides exceptional client service and support to our team of financial...
-
Client Services Associate
4 weeks ago
Villa Park, United States TalentWealth Full timeTalentWealth Recruiting, a boutique recruiting firm focusing on financial services positions, is assisting an independent financial advisory practice in Villa Park, IL in hiring a Client Service Associate (Registered, or non-Registered).Job Overview The Client Services Associate provides exceptional client service and support to our team of financial...
-
Client Services Associate
4 weeks ago
Villa Park, United States TalentWealth Full timeTalentWealth Recruiting, a boutique recruiting firm focusing on financial services positions, is assisting an independent financial advisory practice in Villa Park, IL in hiring a Client Service Associate (Registered, or non-Registered).Job Overview The Client Services Associate provides exceptional client service and support to our team of financial...
-
Sales & Client Service Representative
7 days ago
Florham Park, New Jersey, United States Massage Envy Full timeClient Care SpecialistWe're seeking a dedicated and passionate Client Care Specialist to join our team at Massage Envy. As a key member of our team, you'll play a vital role in delivering exceptional customer experiences and helping our clients achieve their wellness goals.Key Responsibilities:Provide outstanding customer service and ensure every client...
-
Winter Park, United States Truist Financial Corporation Full timeThis is an in-office position. The locations are Orlando/ Winter Park or Lakeland, FL Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, Client Service, Brokerage, Financial Advisor, Associate, Registered, Broker, Retail
-
Financial Services Associate
2 weeks ago
Florham Park, New Jersey, United States Oppenheimer & Co. Inc. Full timeJob DescriptionOppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer. 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, equity & fixed income research, market making, trust services and...
-
Client Service Associate
1 month ago
Schiller Park, United States Kovitz Full timePOSITION OVERVIEW Our Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...
-
Client Services Associate
3 weeks ago
Schiller Park, United States R.J. O'Brien Full timeJob Title: Client Services Associate Business Unit: Client Services Location: Chicago Reports To: Director Client Services Position Summary: Provide Client Services Support for RJO's Introducing Brokers, Commercial and Institutional clients as well as end line clients and in-house brokers and employees. This position will be responsible for the ongoing...
-
Client Service Associate
3 weeks ago
Schiller Park, United States BCI - Brokerage Consultants Inc Full timeClient Service Associate | Chicago, IL Chicago RIA seeks highly organized Client Service Associate to enhance the client experience by servicing clients and providing operational/administrative support to Financial Advisors. Responsibilities: Provide operational/organizational support; enter client data; create/distribute reports; prepare materials for...
-
Client Service Associate
1 month ago
Schiller Park, United States BCI - Brokerage Consultants Inc Full timeClient Service Associate | Chicago, IL Chicago RIA seeks highly organized Client Service Associate to support document preparation, new account opening, CRM management, deposits, transaction processing, expense/travel arrangements, and various administrative support/data entry as necessary. Will be responsible for learning internal operational systems and...
-
Client Services Associate
2 weeks ago
Menlo Park, California, United States Allocate Inc Full time{"title": "Client Services Associate", "description": "Job SummaryWe are seeking a highly motivated and organized Client Services Associate to join our team at Allocate Inc. As a key member of our Client Services & Operations team, you will play a vital role in supporting our company's growth and development.Key ResponsibilitiesCollaborate with the...
