Nashville Client Service Associate — Private Wealth

Oppenheimer & Co. Inc.; Nashville (TN); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading investment firm in Nashville seeks a Registered Client Service Associate to support Financial Advisors in operations, marketing, and client services. Candidates should possess 3+ years of experience in a sales assistant role within a corporate setting, be tech-savvy, and have strong interpersonal skills. The position promises growth opportunities within a dynamic team, all while maintaining the highest levels of professionalism and confidentiality.

Qualifications

• 3+ years' experience in a corporate/brokerage environment.
• Ability to maintain confidentiality.
• Capability to handle multiple tasks with little supervision.

Responsibilities

• Support Financial Advisors in day-to-day operations.
• Promote Firm services and enhance client relationships.
• Assist with marketing efforts and plan client events.

Skills

Sales assistant experience

FINRA Series 7 and 63/65 (or 66)

MS Office proficiency

Interpersonal skills

Organizational skills

Job description

A leading investment firm in Nashville seeks a Registered Client Service Associate to support Financial Advisors in operations, marketing, and client services. Candidates should possess 3+ years of experience in a sales assistant role within a corporate setting, be tech-savvy, and have strong interpersonal skills. The position promises growth opportunities within a dynamic team, all while maintaining the highest levels of professionalism and confidentiality.