Bilingual Wealth Client Services Associate

Oppenheimer & Co Inc; Fort Lauderdale (FL); Hybrid; USD 48,000 - 70,000; Full time

Job summary

Oppenheimer & Co. Inc.'s Private Client Division in Fort Lauderdale seeks a Registered Client Service Associate to support Financial Advisors in sales, marketing, and daily wealth-management operations.

You will answer client and advisor questions, prepare reports, assist with marketing events, and help cultivate client relationships while maintaining service excellence. Strong FINRA registrations (Series 7 and 66) and bilingual English/Spanish are required.

Qualifications

• FINRA registrations required: Series 7 and 66.
• Bilingual in English and Spanish.
• Customer service experience within financial services is a plus.

Responsibilities

• Assist Financial Advisors with client inquiries and day-to-day operations.
• Prepare reports and assist with marketing events to grow client relationships.
• Provide timely, accurate responses to questions from clients and advisors.
• Prioritize tasks, manage calendars, answer phones, and schedule meetings.
• Support branch operations and ensure service excellence across activities.

Skills

Series 7

Series 66

Bilingual English/Spanish

Job description

Oppenheimer & Co. Inc.'s Private Client Division in Fort Lauderdale seeks a Registered Client Service Associate to support Financial Advisors in sales, marketing, and daily wealth-management operations.

You will answer client and advisor questions, prepare reports, assist with marketing events, and help cultivate client relationships while maintaining service excellence. Strong FINRA registrations (Series 7 and 66) and bilingual English/Spanish are required.