Registered Client Service Associate

4 weeks ago

Pickerington, United States Oppenheimer & Co. Full time

Who We Are:Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment banking, securities, investment management and wealth management capabilities from over 90 offices. Oppenheimer provides a comprehensive array of financial services with an emphasis on providing premier financial advice and guidance.Oppenheimer's Private Client Group is seeking a Registered Client Service Associate to join our Branch office team in our Pickerington office in Ohio.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 and bring in new ones (prospecting and new lead generation) 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 six months of hire) 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

  • Registered Client Service Associate

    2 weeks ago

    Pickerington, United States CareerBuilder Full time

    Who We Are: Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment banking, securities, investment management and wealth management capabilities from over 90 offices. Oppenheimer provides a comprehensive array of financial services with an emphasis on providing premier financial advice and guidance. Oppenheimer's...

  • Client Service Associate

    4 days ago

    Pickerington, Ohio, United States Oppenheimer & Co. Full time

    Who We Are:Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment banking, securities, investment management and wealth management capabilities from over 90 offices. Oppenheimer provides a comprehensive array of financial services with an emphasis on providing premier financial advice and guidance.Oppenheimers...

  • Garden Center Merchandiser

    4 days ago

    Pickerington, United States National Garden Service Full time

    Job DescriptionJob DescriptionIs the garden center, greenhouse or plant nursery your happy place? Do you enjoy working outdoors, starting in the morning each day? Are you seeking a part time job that is seasonal in nature (approximately March-December)? If this sounds like you, we invite you to apply with us!**Our Live Goods Merchandiser role often pairs...

  • Environmental Services Associate, Starting at 16.51/hr

    6 days ago

    Pickerington, United States OhioHealth Full time

    Environmental Service Associates are dedicated to cleaning and maintaining defined areas of the organization. Provide customer service to all customers by cleaning and maintaining patient rooms, public areas and service areas by completing task that Environmental Service, Associate, Part Time, Picker, Customer Service, Environmental, Retail, Healthcare

  • Party City Team Member

    4 weeks ago

    Pickerington, United States Party City Full time

    Location: Location: Party City Team Member (Sales Associate) in Pickerington, OH at Party City **Location:** **Experience:** Not Specified **Job Description** **COME JOIN THE PARTY** At PCHI, we create joy for our customers by making it easy to create unforgettable memories. We are C*ustomer Obsessed.* Our Team Members lead by example and possess the...

  • Party City Team Member

    3 weeks ago

    Pickerington, United States Party City Full time

    Location: Location: Party City Team Member (Sales Associate) in Pickerington, OH at Party City **Location:** **Experience:** Not Specified **Job Description** **COME JOIN THE PARTY** At PCHI, we create joy for our customers by making it easy to create unforgettable memories. We are C*ustomer Obsessed.* Our Team Members lead by example and possess the...

  • Retail Sales Associate

    4 weeks ago

    Pickerington, United States AAA Club Alliance Full time

    Become part of AAA's established & trusted brand! We've been serving our members for over 100 yearsNo Sundays - 37.5 hour work weekBi-Weekly Pay - Plus a Monthly Incentive Plan based on your individual performanceOver 3 weeks of paid time off accrued during the first yearComplimentary AAA Premier level membershipWhat we can offer you:Convenient Store Hours:...

  • Travel Nurse

    3 weeks ago

    Pickerington, United States Coast Medical Service Full time

    Coast Medical Service is seeking an experienced Intensive Care Unit Registered Nurse for an exciting Travel Nursing job in Pickerington, OH. Shift: 3x12 hr nights Start Date: 06/24/2024 Duration: 13 weeks Pay: $2062 / Week Coast Medical Service is a nationwide travel nursing & allied healthcare staffing agency dedicated to providing an elite traveler...

  • Travel Nurse

    1 month ago

    Pickerington, United States Coast Medical Service Full time

    Coast Medical Service is seeking an experienced Intensive Care Unit Registered Nurse for an exciting Travel Nursing job in Pickerington, OH. Shift: 3x12 hr nights Start Date: 06/17/2024 Duration: 13 weeks Pay: $2062 / Week Coast Medical Service is a nationwide travel nursing & allied healthcare staffing agency dedicated to providing an elite traveler...

  • Retail Sales Associate

    4 weeks ago

    Pickerington, United States AAA Club Alliance Full time

    Become part of AAA's established & trusted brand! We've been serving our members for over 100 years No Sundays - 37.5 hour work week Bi-Weekly Pay - Plus a Monthly Incentive Plan based on your individual performance Over 3 weeks of paid time off accrued during the first year Complimentary AAA Premier level membership What we can offer you: Convenient Store...

  • Travel Registered Respiratory Therapist

    3 days ago

    Pickerington, United States Genie Healthcare Full time

    Job DescriptionGenie Healthcare is seeking a travel Registered Respiratory Therapist for a travel job in Pickerington, Ohio.Job Description & RequirementsSpecialty: Registered Respiratory TherapistDiscipline: Allied Health ProfessionalStart Date: 07/22/2024Duration: 12 weeks36 hours per weekShift: 12 hours, nightsEmployment Type: TravelMinimum of 2 years...

  • Travel Registered Respiratory Therapist

    1 week ago

    Pickerington, United States Epic Travel Staffing Allied Full time

    Job DescriptionEpic Travel Staffing Allied is seeking a travel Registered Respiratory Therapist for a travel job in Pickerington, Ohio.Job Description & RequirementsSpecialty: Registered Respiratory TherapistDiscipline: Allied Health ProfessionalStart Date: 07/08/2024Duration: 12 weeks36 hours per weekShift: 12 hours, nightsEmployment Type: TravelJob...

  • Front Desk Sales Associate

    2 weeks ago

    Pickerington, United States CareerBuilder Full time

    Club Pilates Pickerington COMPANY OVERVIEW: Club Pilates offers group reformer classes in various formats and levels to accommodate everyone seeking to learn Pilates and hone their fitness expertise. Club Pilates is a well-established, nation-wide brand, committed to providing affordable and accessible Pilates to the community. Club Pilates is currently...

  • Travel Nurse

    4 weeks ago

    Pickerington, United States Concentric Healthcare Staffing Full time

    Concentric Healthcare Staffing is seeking an experienced Intensive Care Unit Registered Nurse for an exciting Travel Nursing job in Pickerington, OH. Shift: 3x12 hr nights Start Date: 06/17/2024 Duration: 13 weeks Pay: $1989 / Week About Concentric Healthcare Staffing:Concentric provides healthcare staffing services on a 24/7 basis encompassing temporary,...

  • Front Desk Sales Associate

    4 weeks ago

    Pickerington, United States Club Pilates Full time

    Club Pilates Pickerington COMPANY OVERVIEW: Club Pilates offers group reformer classes in various formats and levels to accommodate everyone seeking to learn Pilates and hone their fitness expertise. Club Pilates is a well-established, nation-wide brand, committed to providing affordable and accessible Pilates to the community. Club Pilates is currently...

  • Front Desk Sales Associate

    2 weeks ago

    Pickerington, United States Club Pilates Full time

    Club Pilates Pickerington COMPANY OVERVIEW: Club Pilates offers group reformer classes in various formats and levels to accommodate everyone seeking to learn Pilates and hone their fitness expertise. Club Pilates is a well-established, nation-wide brand, committed to providing affordable and accessible Pilates to the community. Club Pilates is currently...

  • Customer Service Representative

    4 days ago

    Pickerington, Ohio, United States Creative Financial Staffing Full time

    Customer Support Specialist A local auto-focused organization is on the lookout for a Customer Support Specialist to handle administrative tasks and deliver exceptional customer service ABOUT THE ORGANIZATION Our client is a local entity in need of a Customer Support Specialist: Your excellent customer service abilities will be highly valued here This role...

  • Travel Registered Respiratory Therapist

    1 week ago

    Pickerington, United States TrailBlazer Staffing Solutions Remote Work Freelance Full time

    Trailblazer Staffing Solutions is seeking a travel Registered Respiratory Therapist for a travel job in Pickerington, Ohio. Job Description & Requirements Specialty: Registered Respiratory TherapistDiscipline: Allied Health ProfessionalStart Date: 07/08/2024Duration: 12 weeks36 hours per weekShift: 12 hours, nightsEmployment Type: TravelTrailblazer Staffing...

  • Travel Registered Respiratory Therapist

    4 days ago

    Pickerington, United States Trailblazer Staffing Solutions Full time

    Trailblazer Staffing Solutions is seeking a travel Registered Respiratory Therapist for a travel job in Pickerington, Ohio.Job Description & RequirementsSpecialty: Registered Respiratory TherapistDiscipline: Allied Health ProfessionalStart Date: 07/22/2024Duration: 12 weeks36 hours per weekShift: 12 hours, nightsEmployment Type: TravelTrailblazer Staffing...

  • Travel Registered Respiratory Therapist

    1 week ago

    Pickerington, United States Trailblazer Staffing Solutions Full time

    Job DescriptionTrailblazer Staffing Solutions is seeking a travel Registered Respiratory Therapist for a travel job in Pickerington, Ohio.Job Description & RequirementsSpecialty: Registered Respiratory TherapistDiscipline: Allied Health ProfessionalStart Date: 07/08/2024Duration: 12 weeks36 hours per weekShift: 12 hours, nightsEmployment Type:...