Private Client Support Professional
6 days ago
This is an exciting opportunity to join Oppenheimer & Co. Inc.'s Private Client Division as a Registered Client Service Associate. The successful candidate will have a strong background in client service and be able to work effectively in a fast-paced environment.
Main Responsibilities- Support Financial Advisors in sales, marketing, and operational activities
- Develop and maintain knowledge of client accounts and preferences
- Provide high-quality service to clients and advisors through timely and accurate responses
- Cultivate and grow client relationships through proactive outreach and engagement
A Series 7 and 63/65 (or 66) license is required within the first three months of hire, along with 5+ years' experience working as a sales assistant/CSA in a corporate/brokerage environment. Salary: $75,000 - $90,000 per year.
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Private Client Service Professional
3 weeks ago
Étreux, Hauts-de-France, United States Oppenheimer & Co. Full timeOpportunity DetailsWe are currently looking for a talented Private Client Service Professional to join our team in Boston, MA.Job DescriptionIn this role, you will be responsible for providing exceptional client service and support to our private clients. This includes scheduling meetings, managing databases, and performing other administrative tasks as...
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Private Client Support Specialist
1 month ago
Étreux, Hauts-de-France, United States Oppenheimer & Co. Full timeAbout the JobWe are seeking a highly motivated Client Service Associate to join our Private Client Division in Boston, MA. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.ResponsibilitiesProvide administrative support...
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Client Support Professional
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Client Service Professional
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Client Associate Professional
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Client Associate Specialist
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Client Support Coordinator
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