Private Client Representative

4 days ago


Jericho, New York, United States Oppenheimer & Co. Full time

Overview:

Oppenheimer & Co. Inc.'s Private Client Division is seeking a highly skilled and motivated individual to join their team as a Registered Client Service Associate. This exciting opportunity allows candidates to develop their skills and knowledge in a dynamic and fast-paced environment, supporting Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.

Key Responsibilities:

  • Provide exceptional customer service, responding promptly and professionally to client inquiries.
  • Develop and maintain strong relationships with clients and advisors, promoting Firm services and identifying new business opportunities.
  • Collaborate with the team to achieve business growth and operational excellence.

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.
  • High degree of proficiency with technology, including MS Office products (Word, Excel, PowerPoint and Outlook).
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