Wealth Management Associate

1 week ago


Jericho, New York, United States Oppenheimer & Co. Inc. Full time
Job Overview

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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