Client Service Associate

2 weeks ago


Boston, Massachusetts, United States Oppenheimer & Co. Inc. Full time
JOB DESCRIPTION

About Oppenheimer & Co. Inc.:

Oppenheimer & Co. Inc. is a prominent investment banking and full-service brokerage firm with a rich legacy in the financial services sector. We are currently in search of a Registered Client Service Associate (RCSA) to support our operations.

Key Responsibilities:

  • Manage daily inquiries from clients and financial advisors
  • Assist with various account-related documentation and procedures
  • Effectively utilize research tools and technical resources
  • Generate analytical reports through various software applications
  • Strengthen relationships with advisors through prompt communication
  • Support client relationships and contribute to marketing initiatives
  • Organize tasks, monitor deadlines, and coordinate appointments
  • Demonstrate initiative and a commitment to professional development

Qualifications:

  • Possession of Series 7 and 63/65 (or 66) licenses is mandatory
  • Certified Financial Planner (CFP) designation is essential
  • A minimum of 5 years' experience in a sales support capacity
  • Proficient in Microsoft Office Suite and internal software systems
  • Excellent organizational and communication abilities
  • Capability to thrive in a dynamic, fast-paced environment


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