Senior Client Service Specialist

1 week ago


Étreux, Hauts-de-France, United States Oppenheimer & Co. Full time

As a Senior Client Service Specialist at Oppenheimer & Co., you will play a critical role in supporting Financial Advisors in sales, marketing, and day-to-day operations of our growing wealth management practice. This position requires strong interpersonal and organizational skills, ability to maintain confidentiality, and work effectively in a pressurized environment. The ideal candidate has 5+ years of experience in a sales assistant/CSA role, holds Series 7 and 63/65 licenses, and is a Certified Financial Planner (CFP) certification holder.

Responsibilities:
  • Learn and adapt to customer needs
  • Develop knowledge of account procedures
  • Utilize research tools to produce analytical reports
  • Promote Firm services and cultivate client relationships
  • Assist with marketing efforts and prioritize daily work

The salary for this position is approximately $120,000 - $180,000 per annum, depending on experience. We offer an excellent benefits package, including medical, dental, and vision coverage, 401(k) plan, and paid time off.



  • Étreux, Hauts-de-France, United States Cushman Wakefield Multifamily Full time

    Job DescriptionCushman Wakefield Multifamily is seeking a Senior Client Services Director to lead our Life Sciences practice.This role will be responsible for the overall management of our client portfolio and P&L across North America, accountable for the performance and customer satisfaction of a complex, highly technical, and demanding client base.You will...


  • Étreux, Hauts-de-France, United States Wilmerhale Full time

    Unlock Your Potential as a Senior Client Development Manager at WilmerHaleJob Description:We are seeking an experienced and results-driven Senior Client Development Manager to join our team at WilmerHale. This is a unique opportunity to work with a leading international law firm, driving business development initiatives and contributing to the growth of our...


  • Étreux, Hauts-de-France, United States Orion Talent Full time

    Role SummaryWe are seeking a skilled Client Service Specialist to join our team in Boston, MA / Remote. As a key member of our technical operations team, you will be responsible for ensuring seamless customer service and repair experiences.Key Responsibilities:Primary contact for customer service and repair needs, ensuring efficient equipment operation...


  • Étreux, Hauts-de-France, United States State Street Corporation Full time

    Role OverviewWe are seeking a highly skilled Senior Financial Reporting Specialist to join our team at State Street Corporation. As a key member of our financial reporting team, you will be responsible for performing 1st level or 2nd level reviews on client financial statements, Form N-MFP, and Form N-PORT Part F.


  • Étreux, Hauts-de-France, United States Gartner Full time

    Join Our Team as an Account ManagerWe are seeking an experienced professional to join our team as an Account Manager. As an Account Manager, you will play a critical role in driving business growth and delivering exceptional service to our clients.Your key responsibilities will include:Building strong relationships with senior C-levels to junior client...


  • Étreux, Hauts-de-France, United States Fanning Personnel Full time

    About the JobWe are seeking a highly skilled Client Service Associate to join our team at Fanning Personnel. In this role, you will work closely with the Client Advisory Team to understand client needs and enhance service quality. This is a fantastic opportunity to grow your career and contribute to our mission of delivering exceptional client...


  • Étreux, Hauts-de-France, United States 2LIFE COMMUNITIES Full time

    About 2Life CommunitiesWe are a mission-driven organization with a vision to empower older adults to age in community, living a full life of connection and purpose.With over 1,300 units of affordable rental housing across six campuses in metropolitan Boston, we provide a supportive environment for our residents to thrive independently.We are continually...


  • Étreux, Hauts-de-France, United States Sama Full time

    About the JobWe're on the hunt for a highly motivated Client Growth Specialist to join our team. As a key player in our Client Success department, you'll be responsible for developing and executing strategies to drive revenue growth and expansion.Job Description- Drive client success by helping them achieve their goals and maximize ROI.- Identify upsell...


  • Étreux, Hauts-de-France, United States The ERM International Group Limited Full time

    Job SummaryWe are seeking a highly experienced Senior Environmental Permitting Specialist to join our team in the Northeast region. This role will be responsible for leading multi-media environmental permitting efforts under state agencies and providing support for large-scale capital expansion projects in the energy sector.About ERMAs the largest global...


  • Étreux, Hauts-de-France, United States American Iron & Metal Full time

    Exciting Career Opportunity: Senior Metal Procurement SpecialistWe are seeking a dynamic and results-driven Senior Metal Procurement Specialist to join our team at American Iron & Metal. This is an exceptional chance to take your career to the next level in the metal recycling industry.


  • Étreux, Hauts-de-France, United States VUE Health Insights Full time

    VUE Health Insights is seeking a highly skilled and driven Senior Medical Communications Specialist to join our team. This individual should have a strong passion for medical communications and be excited about working in a fast-paced environment.Company Overview:We're a leading health insights company dedicated to communicating the value of pharmaceutical...


  • Étreux, Hauts-de-France, United States Unreal Gigs Full time

    Unlock Your Potential as a Senior Biotechnology Innovation SpecialistWe are seeking a highly skilled and experienced Senior Biotechnology Innovation Specialist to join our team at Unreal Gigs. In this role, you will have the opportunity to work on cutting-edge biotechnology research projects, collaborating with multidisciplinary teams to drive innovation and...


  • Étreux, Hauts-de-France, United States KNF&T Staffing Resources Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Administrative Support Specialist to join our team at KNF&T Staffing Resources. As a key member of our administrative team, you will provide exceptional support to our clients, ensuring seamless day-to-day operations.Compensation and BenefitsThe successful candidate will receive a...


  • Étreux, Hauts-de-France, United States Jackson Lewis P.C. Full time

    Jackson Lewis P.C. is a leading labor and employment law firm with over 950 attorneys nationwide.We offer a competitive salary of $190,000 - $220,000 per year, commensurate with experience.Job DescriptionThis position is located in our Boston office and involves defending and litigating lawsuits involving employment-related claims and agency charges of...


  • Étreux, Hauts-de-France, United States Rbw Consulting Full time

    Rbw Consulting seeks a highly experienced Senior Clinical Development Specialist to support our client's innovative biotech assets in malignant hematology. This remote opportunity offers the chance to drive late-phase clinical development strategies for groundbreaking treatments that will transform patients' lives.This senior leader will collaborate...


  • Étreux, Hauts-de-France, United States Aequor Technologies Full time

    Job SummaryAequor Technologies seeks a skilled Senior Occupational Therapy Specialist to join our team in Boston, MA. As an essential member of our healthcare staff, you will provide high-quality occupational therapy services to patients in our outpatient setting.Key Responsibilities- Provide comprehensive occupational therapy services to patients, including...


  • Étreux, Hauts-de-France, United States Amazon Full time

    We are looking for a highly skilled Senior Cloud Database Migration Specialist to join our team. This is a unique opportunity to work with the world's most comprehensive and broadly adopted cloud platform, Amazon Web Services (AWS).About the RoleAs a Senior Cloud Database Migration Specialist, you will be responsible for designing, building, and operating...


  • Étreux, Hauts-de-France, United States Prime Therapeutics Full time

    Job Summary:Prime Therapeutics is seeking a highly skilled Senior Data Analytics Specialist to join our team. As a key member of our analytics team, you will be responsible for providing business analytics for New Product Development, Product/Program Evaluation, Client Consultation, and Benefit Plan Analysis.Key Responsibilities:Execute department-specific...


  • Étreux, Hauts-de-France, United States City of Boston Full time

    We are seeking a highly skilled Senior Geospatial Data Specialist to join our team at the City of Boston. This role will play a crucial part in supporting our mission to improve life for those who live and work in Boston by analyzing geospatial data and creating informative maps.About the RoleThis is a full-time position that requires a bachelor's degree in...


  • Étreux, Hauts-de-France, United States Digi SmartSense, LLC Full time

    Drive Customer Adoption and Growth at Digi SmartSenseDigi SmartSense, LLC is a leader in IoT solutions, trusted by over 2,000 organizations worldwide. We are currently seeking a seasoned Senior Account Growth Specialist to join our team and drive strategic customer growth and adoption of our innovative products. In this role, you will serve as the primary...