Client Service Associate (Seattle or Bellevue)

Oppenheimer & Co. Inc.; Seattle (WA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health, Dental, Vision benefits

401(K)

Paid family medical leave

Disability benefits

Job summary

A leading investment firm is seeking a Client Service Associate in Seattle. This role provides support to Financial Professionals and involves daily operations in wealth management. Candidates should possess strong interpersonal and multi-tasking skills, with a preference for those with prior experience in financial services. The role offers a salary range of $50,000 - $60,000 annually, along with a comprehensive benefits package for eligible employees.

Qualifications

• 1-2 years’ experience as sales assistant or CSA in financial services preferred.
• Basic understanding of financial instruments and brokerage products is necessary.
• Ability to interface professionally with employees and clients.

Responsibilities

• Support Financial Professionals in day-to-day operations of wealth management.
• Cultivate existing client relationships and assist with marketing efforts.
• Prepare paperwork for opening and servicing accounts.

Skills

Interpersonal skills

Multi-tasking ability

Attention to detail

Proficiency with technology (MS Office)

Organizational skills

Confidentiality

Tools

MS Office (Word, Excel, PowerPoint, Outlook)

DocuSign

Job 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 Client Service Associate for their Seattle or Bellevue branch office in Washington. The CSA’s primary responsibility is to support Financial Professionals in 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 professionals
• Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
• Learn to utilize research and technical support tools
• Act with integrity and respect in all situations
• Cultivate and grow existing client relationships
• Assist with marketing efforts
• Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
• Prepare and process paperwork to open and service accounts
• Local office interaction with other support members, Financial Professionals and Management

Skills/Requirements

• This role requires superior interpersonal and multi‑tasking skill sets as well as meticulous attention to detail and thoroughness
• 1‑2 years’ experience working as a sales assistant/CSA in financial services preferred
• A basic understanding of financial instruments and brokerage/insurance products
• Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and the ability to learn DocuSign and 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 prioritize and 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

Compensation

For job postings in Washington, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Washington and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. The current base salary range offered for this role is between $50,000.00 – $60,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law.

The compensation range and benefits for this position are based on a full‑time schedule for a full calendar year. The salary will vary depending on your job‑related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro‑rated for those who start working during the calendar year.

Oppenheimer & Co. Inc. will not be providing visa sponsorship for this position now or in the future. Therefore, in order to be considered for this position, you must have the ability to work without a need for current or future visa sponsorship.