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Client Service Associate for Wealth Management
2 months ago
About Oppenheimer & Co. Inc.:
Oppenheimer & Co. Inc. is a prominent middle-market investment banking and full-service brokerage firm with a rich history dating back to 1881.
Our firm is involved in a diverse array of financial services, including retail securities brokerage, institutional trading, investment banking (corporate and public finance), equity and fixed income research, market making, trust services, as well as investment advisory and asset management.
Position Overview:We are currently seeking a Registered Client Service Associate to support our Private Client Division. This role is essential in assisting Financial Advisors with the operational and marketing aspects of a thriving wealth management practice.
The ideal candidate will possess exceptional interpersonal skills and the ability to manage multiple tasks efficiently. This position requires both independent work and collaboration within a small team environment.
Key Responsibilities:- Adapt to the needs of various accounts to effectively address inquiries from clients and advisors.
- Quickly gain proficiency in forms and account procedures to assist clients effectively.
- Utilize research and technical support tools to enhance service delivery.
- Generate high-quality analytical reports using various software applications.
- Promote the firm’s services by building strong relationships with advisors through prompt and accurate responses.
- Maintain integrity and respect in all interactions.
- Foster and develop existing client relationships.
- Assist in marketing initiatives and organize client events.
- Prioritize daily tasks, monitor project progress, manage phone communications, and schedule appointments.
- Exhibit initiative and a commitment to learning about relevant regulations and concepts.
- Engage with other support staff, Financial Advisors, and management within the local office.
- Series 7 and 63/65 (or 66) licenses required within the first six months of employment.
- A minimum of 3 years of experience in a sales assistant or client service role within a corporate or brokerage setting.
- Proficient in technology, particularly MS Office Suite (Word, Excel, PowerPoint, Outlook), with the ability to quickly learn internal software.
- A collaborative team player with a positive attitude, eager for growth and development opportunities.
- Ability to maintain confidentiality and demonstrate accuracy and thoroughness in all tasks.
- Strong organizational skills and the ability to communicate effectively with all levels of staff, management, and clients in a professional manner.
- Capable of meeting deadlines and thriving in a fast-paced environment.
- Demonstrated ability to manage multiple tasks independently with minimal supervision.
For positions in California, Oppenheimer is required by law to provide a reasonable estimate of the salary range for this role.
The estimated base salary range is $55,000 to $65,000. Additionally, certain roles may be eligible for other forms of compensation, such as discretionary bonuses.
