Client Service Associate

4 weeks ago


Hazleton, Pennsylvania, United States Oppenheimer & Co. Full time
Job Title: Registered Client Service Associate

At Oppenheimer & Co., we are seeking a highly motivated and detail-oriented Registered Client Service Associate to join our team. This role will provide exceptional support to our Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice.

Key Responsibilities:
  • Provide exceptional client service and support to Financial Advisors and clients
  • Assist with sales and marketing efforts, including prospecting and new lead generation
  • Develop and maintain knowledge of financial products and services
  • Utilize research and technical support tools to provide accurate and timely responses to client inquiries
  • Produce high-quality analytical reports using various software programs
  • Enhance relationships with advisors through timely and accurate responses to questions
  • Cultivate and grow existing client relationships and bring in new ones
  • Assist with marketing efforts and plan client events
  • Prioritize daily work, track progress of projects and deadlines, and answer phones
Requirements:
  • Series 7 and 63/65 (or 66) required within the first six months of hire
  • 3+ 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 and a desire to grow and 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


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