Financial Services Associate

6 days ago


Boca Raton, Florida, United States Oppenheimer & Co. Full time
Job Title: Registered Client Service Associate

Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer. We are seeking a highly skilled and detail-oriented Registered Client Service Associate to join our Branch office team in Boca Raton, Florida.

Key Responsibilities:
  • Provide administrative support, including document creation, maintenance, and editing, as well as calendar management and coordination of meetings.
  • Manage databases and provide exceptional client interaction and service.
  • Assume ad hoc responsibility for project-oriented tasks and perform duties as necessary.
  • Support other teams and within the branch, ensuring seamless operations.
Requirements:
  • Series 7 and 63/65 (or 66) licenses required within the first six months of hire.
  • Bachelor's degree preferred, with 1-2 years of experience in financial services or fixed income.
  • Proficiency in MS Office products, including Word, Excel, Outlook, and PowerPoint.
  • Excellent communication and interpersonal skills, with the ability to articulate well with all levels of employees and clients.
  • Fluency in English and Spanish preferred.

We offer a dynamic and challenging work environment, with opportunities for growth and development. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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