Financial Services Associate

1 week ago


Florham Park, New Jersey, United States Oppenheimer & Co. Inc. Full time
Job Description

Oppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer. The Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking, equity & fixed income research, market making, trust services and investment advisory and asset management services.

The Private Client Division is seeking a Registered Client Service Associate for their Florham Park branch office. The RCSA's primary responsibility is 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 skill sets.

Key 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
  • Utilize research and technical support tools to provide quality analytical reports
  • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
  • Act with integrity and respect in all situations
  • Cultivate and grow existing client relationships
  • Assist with marketing efforts and plan client events
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
  • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts

Requirements:

  • Series 7 and 63/65 (or 66) required within first three months of hire
  • Certified Financial Planner (CFP) certification required
  • 5+ years' experience working as a sales assistant/CSA in a corporate/brokerage environment
  • Possess a high degree of proficiency with technology including MS Office products and internal software programs
  • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
  • Must be able to maintain the highest level of confidentiality
  • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
  • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
  • Able to meet designated deadlines and work effectively in a pressurized environment under time constraints
  • Demonstrate the ability to handle multiple tasks to completion with little or no supervision


  • Florham Park, New Jersey, United States Oppenheimer & Co. Full time

    Job Title: Registered Client Service AssociateOppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer. We are seeking a highly skilled Registered Client Service Associate to join our Private Client Division in Florham Park.Job SummaryThe Registered Client Service Associate will provide exceptional support to our...


  • Florham Park, New Jersey, United States Oppenheimer & Co. Full time

    Job Title: Registered Client Service AssociateAbout the Role:Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate to support Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice. The ideal candidate will possess superior interpersonal and multi-tasking skills, with the ability to operate...


  • Florham Park, New Jersey, United States A.P. Møller - Maersk AS Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Controller to join our finance team supporting our logistics and services products. The ideal candidate will play a key role in managing the company's financial activities across our logistics and services products, ensuring accuracy in financial reporting through reviewing end-to-end...


  • Florham Park, New Jersey, United States A.P. Møller - Maersk AS Full time

    About the Role:We are seeking a highly motivated and detail-oriented Controller to join our finance team supporting our logistics and services products. The ideal candidate will play a key role in managing the company's financial activities across our logistics and services products, ensuring accuracy in financial reporting through reviewing end-to-end...


  • Florham Park, New Jersey, United States Oppenheimer & Co. Inc. Full time

    About the RoleOppenheimer & Co. Inc. is seeking a highly skilled Registered Client Service Associate to join their Private Client Division in Florham Park. As a key member of the team, you will provide exceptional support to Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice.Key Responsibilities:Develop...


  • Elmwood Park, New Jersey, United States OneMain Financial Full time

    Job Summary:As a Consumer Loan Sales Specialist at OneMain Financial, you will empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.You will learn the lending and servicing business at OneMain, allowing you to grow your career and deliver results related to individual and branch...


  • Florham Park, New Jersey, United States AbbVie Full time

    Financial Shared Services OrganizationThe Financial Shared Services organization plays a crucial role in providing accurate financial accounting and reporting for all business organizations. Its primary objective is to harmonize accounting processes across the company.Key ResponsibilitiesProvide financial accounting and reporting services to business...


  • Florham Park, New Jersey, United States RBC Capital Markets, LLC Full time

    Job SummaryJob DescriptionWhat is the opportunity?At RBC Wealth Management, we are seeking a highly skilled Client Associate/Registered Client Associate to join our team. As a trusted resource to our clients, advisors, and branch, you will use your administrative and operational skills to help our advisors manage and grow their business. You will demonstrate...


  • Florham Park, New Jersey, United States Tomkins CFO Full time

    Company Overview:We are a leading outsourced bookkeeping firm dedicated to providing exceptional financial services to our clients. With a focus on accuracy, efficiency, and client satisfaction, we help businesses streamline their financial processes and achieve their goals.Position Overview:We are seeking a highly organized and detail-oriented Full Charge...


  • Florham Park, New Jersey, United States RBC Capital Markets, LLC Full time

    Job SummaryEmbrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors, and branch. Use your administrative and operational skills to help our advisors manage and grow their...


  • Florham Park, New Jersey, United States Oppenheimer & Co. Inc. Full time

    Job Opportunity at Oppenheimer & Co. Inc.Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer with a rich history dating back to 1881. We are seeking a talented individual to join our team as a Client Service Associate.This is an excellent opportunity for someone looking to start their career in the investment...


  • Florham Park, New Jersey, United States Oppenheimer & Co. Full time

    Investment Banking AssociateJoin Oppenheimer & Co. Inc. as an Investment Banking Associate and embark on a rewarding career in the financial services industry. As a key member of our team, you will be responsible for supporting the sales, marketing, and day-to-day operations of our growing branch.Key Responsibilities:Produce high-quality analytical reports...


  • Florham Park, New Jersey, United States Oppenheimer & Co. Full time

    Job Description:This is an exciting opportunity for a motivated individual to join our team at Oppenheimer & Co. Inc. as a Client Service Associate. We are looking for a candidate who is eager to learn and grow in this role, and who is passionate about delivering exceptional client service.Key Responsibilities:Produce high-quality analytical reports using...


  • Florham Park, New Jersey, United States RBC Capital Markets, LLC Full time

    Job SummaryEmbracing RBC Wealth Management's core values and inclusive culture, we are seeking a skilled Client Associate/Registered Client Associate to join our team. As a trusted resource to our clients, advisors, and branch, you will utilize your administrative and operational skills to help our advisors manage and grow their business.Key...


  • Florham Park, New Jersey, United States Oppenheimer & Co. Full time

    Job DescriptionWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Oppenheimer & Co. Inc.About UsOppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer with a rich history dating back to 1881. We offer a broad range of financial services, including retail securities...


  • Florham Park, New Jersey, United States Oppenheimer & Co. Full time

    Job Title: Client Service AssociateAbout the Role:This is an exciting opportunity to join Oppenheimer & Co. Inc. as a Client Service Associate. As a key member of our team, you will play a vital role in supporting the sales, marketing, and day-to-day operations of our growing branch.Key Responsibilities:• Produce high-quality analytical reports using...


  • Florham Park, New Jersey, United States Wiss and Company LLP Full time

    Senior Assurance AssociateWiss & Company, LLP is seeking a highly skilled Senior Assurance Associate to join their growing Assurance Practice. As a key member of the team, you will be responsible for coordinating the day-to-day activities of planning, fieldwork, and close-out, including preparing financial statements with disclosures, applying GAAP as...


  • Florham Park, New Jersey, United States USI Insurance Services Full time

    Job SummaryWe are seeking a highly motivated and experienced Commercial Insurance Sales Producer to join our team at USI Insurance Services. As a key member of our sales team, you will be responsible for driving new business sales revenue growth of commercial business clients.Key ResponsibilitiesDevelop and execute sales strategies to achieve new business...


  • Florham Park, New Jersey, United States Life Care Full time

    Join Our Team as an Administrative Services DirectorWe are seeking an experienced Administrative Services Director to join our team at The Delaney at The Green. As a key member of our management team, you will be responsible for providing Human Resources and Financial support to the community and Executive Director.The role of the Administrative Services...


  • Florham Park, New Jersey, United States USI Insurance Services Full time

    Job SummaryWe are seeking a highly motivated and experienced Commercial Insurance Sales Producer to join our team at USI Insurance Services. As a key member of our sales team, you will be responsible for driving new business sales revenue growth of commercial business clients.Key ResponsibilitiesAchieve new business sales goals on an annualized basis based...