Wealth Management Associate
1 week ago
Oppenheimer & Co. Inc.'s Private Client Division is seeking a skilled Registered Client Service Associate to support Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice.
Responsibilities- Learn and adapt to service the needs of various accounts to answer day-to-day questions from clients and advisors
- Develop knowledge of forms and account procedures to assist clients
- Leverage research and technical support tools to deliver quality results
- Promote Firm services by enhancing relationships with advisors through timely and accurate responses
- Cultivate existing client relationships and grow business
Required Skills:
- Series 7 and 63/65 (or 66) licenses required within six months
- Three+ years' experience as a sales assistant or CSA in a corporate/brokerage environment
- Proficiency in MS Office products and internal software programs
- Strong team player with excellent communication and organizational skills
Compensation:
A reasonable estimate of the current base salary range for this role is $55,000 - $65,000 in New York State. Additional forms of compensation may be available.
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Wealth Management Associate
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