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    Registered Client Service Associate - Boston, United States - Oppenheimer & Co.

    Oppenheimer & Co.
    Oppenheimer & Co. Boston, United States

    4 weeks ago

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    Description
    Who We Are:

    Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

    Job Description

    Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Bellevue branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team that overseas $300 million in client assets. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards.

    Responsibilities
    • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
    • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
    • Learn to utilize research and technical support tools
    • Produce quality analytical reports using various software programs
    • 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
    • Local office interaction with other support members, Financial Advisors and Management
    Skills/Requirements
    • Series 7 and 63/65 (or 66) required (within 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
    • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
    • Must be a team player with an energetic, positive disposition seeking growth and opportunity to 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
    • 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
    • Interact with clients and compile and complete, present financial plans to clients
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