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Client Service Specialist

3 weeks ago

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

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. This role requires superior interpersonal and multi-tasking skills to effectively manage client relationships and assist in growing the business.

Responsibilities
  • Support Financial Advisors in sales, marketing, and day-to-day operations
  • Learn and adapt to service various client accounts to answer day-to-day questions from clients and advisors
  • Develop knowledge of account procedures and forms to assist clients
  • Promote Firm services by enhancing relationships with advisors through timely and accurate responses
  • Cultivate and grow existing client relationships

The ideal candidate will possess excellent communication and organizational skills, as well as a strong ability to work independently and as part of a small team. 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.