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Client Service Associate

2 months ago

Florham Park, New Jersey, United States Oppenheimer & Co. Full time
Job Description

**About Oppenheimer & Co. Inc.**

Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer with a rich history dating back to 1881. Our company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking, equity and fixed income research, market making, trust services, and investment advisory and asset management services.

**Job Summary**

We are seeking a highly skilled and experienced Registered Client Service Associate to join our Private Client Division in Florham Park. The successful candidate will support Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice.

**Key Responsibilities**

  • Learn and adapt to service the needs of various accounts to answer day-to-day questions from clients and advisors.
  • Develop knowledge of a variety of forms and account procedures to assist clients.
  • Utilize research and technical support tools to produce quality analytical reports.
  • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions.
  • Act with integrity and respect in all situations.
  • Cultivate and grow existing client relationships.
  • Assist with marketing efforts and plan client events.
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages, and schedule appointments.
  • Demonstrate initiative and desire to increase knowledge of rules, regulations, and concepts.

**Requirements**

  • Series 7 and 63/65 (or 66) required within the first three months of hire.
  • Certified Financial Planner (CFP) certification required.
  • 5+ 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), and ability to quickly learn internal software programs.
  • Team player with an energetic, positive disposition seeking growth and opportunity to expand the role.
  • 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.
  • Able to meet designated deadlines and work effectively in a pressurized environment under time constraints.
  • Demonstrate the ability to handle multiple tasks to completion with little or no supervision.