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Boca Raton

    Registered Client Service Associate - Boca Raton, United States - Oppenheimer & Co

    Oppenheimer & Co
    Oppenheimer & Co Boca Raton, United States

    6 days ago

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    Description

    Oppenheimer Private Client Group is a full service financial services firm with an emphasis on providing premier financial advice and guidance to the local affluent marketplace.


    Job Description:
    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.

    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 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 (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
    • Demonstrate the ability to handle multiple tasks to completion with little or no supervision
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