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Client Service Associate

2 months ago

Saddle Brook, New Jersey, United States Oppenheimer & Co. Inc. Full time
Job Description

**About Us**

Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer with a rich history dating back to 1881. Our 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 and fixed income research, market making, trust services, and investment advisory and asset management services.

**Job Summary**

We are seeking a highly skilled and detail-oriented Registered Client Service Associate to join our branch office in New Jersey. As a key member of our team, you will provide exceptional support to our Financial Advisors in sales, marketing, and day-to-day operations of our growing wealth management practice.

**Responsibilities**

  • Develop a deep understanding of our clients' needs and provide timely and accurate responses to their inquiries.
  • Learn and adapt to various forms and account procedures to assist clients effectively.
  • Utilize research and technical support tools to provide high-quality analytical reports.
  • Promote our firm's services by enhancing relationships with advisors through timely and accurate responses to their questions.
  • Act with integrity and respect in all situations, maintaining the highest level of confidentiality.
  • Assist with marketing efforts and plan client events to foster strong relationships.
  • Prioritize daily work, track progress of projects and deadlines, and provide exceptional customer service.
  • Demonstrate initiative and desire to increase knowledge of rules, regulations, and concepts.
  • Collaborate with other support members, Financial Advisors, and Management to achieve team goals.

**Requirements**

  • FINRA Registrations: Series 7 and 63/65 (or 66) required within the first six months of hire.
  • High degree of proficiency with technology, including MS Office products (Word, Excel, PowerPoint, and Outlook), and ability to quickly learn internal software programs.
  • Team player with an energetic, positive disposition, seeking growth and opportunity to expand the role.
  • Ability to maintain the highest level of confidentiality and demonstrate strong accuracy and thoroughness in all facets of daily work.
  • Superb organizational skills, with the ability to interface and articulate well with all levels of employees, management, and clients in a highly professional, timely, and friendly manner.
  • Ability 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.