Registered Client Service Associate (Boca Raton, FL)

Oppenheimer & Co. Inc.; Boca Raton (FL); On-site; USD 45,000 - 60,000; Full time

Job summary

A financial services firm in Boca Raton is seeking a Registered Client Service Associate to provide client support, manage databases, and perform administrative tasks. Candidates should have a Bachelor’s degree and relevant financial experience, along with strong skills in MS Office. A proactive mindset and ability to meet deadlines are essential for success in this role.

Qualifications

• FINRA Licenses: Series 7 and 63/65 (or 66) required within first six months of hire.
• 1-2 years financial services/fixed income experience beneficial.
• Ability to meet deadlines and work effectively in a pressurized environment.

Responsibilities

• Provide administrative support including document maintenance and editing.
• Perform calendar management and meeting coordination.
• Manage databases and client interactions.

Skills

Client interaction

Administrative support

Database management

Time management

Proficiency in MS Office

Fluency in English

Spanish language

Education

Bachelor’s degree

Tools

MS Office

Job description

Overview

Registered Client Service Associate (Boca Raton, FL) at Oppenheimer & Co. Inc.

The firm is seeking a Registered Client Service Associate to join our Branch office team in Boca Raton, Florida. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset to anticipate business needs and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.

Responsibilities

• Provide administrative support, including creation, maintenance and editing of documents, spreadsheets, files, and presentations
• Calendar management and coordination of meetings, including all logistics
• Database management
• Client interaction and service
• Provide backup to other teams and within the branch
• Perform ad hoc duties and work on special projects as necessary

Qualifications / Skills

• FINRA Licenses: Series 7 and 63/65 (or 66) required (within first six months of hire)
• Bachelor’s degree preferred
• 1-2 years financial services/fixed income experience beneficial
• Proficiency with MS Office products including Word, Excel, Outlook and PowerPoint
• Ability to interface and articulate well with all levels of employees and clients in a professional and friendly manner
• Ability to meet deadlines and work effectively in a pressurized environment
• Fluent in English; Spanish preferred