Registered Client Service Associate (Palm Beach, FL)

Oppenheimer & Co. Inc.

Palm Beach Gardens (FL)

On-site

USD 50,000 - 70,000

Full time

14 days+

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Job summary

A leading investment bank is seeking a Registered Client Service Associate in Palm Beach Gardens. This role involves supporting Financial Advisors with client interactions and office operations, requiring strong interpersonal skills and relevant experience in the financial services industry.

Qualifications

Series 7 and 63/65 (or 66) required within first six months.
3+ years’ experience as a sales assistant or in a corporate/brokerage environment.
Strong technology proficiency, especially with MS Office products.

Responsibilities

Support Financial Advisors in day-to-day operations.
Assist in client relationship management and marketing efforts.
Prioritize tasks and manage project deadlines effectively.

Skills

Interpersonal skills

Multi-tasking

Organizational skills

Proficiency in MS Office

Team player

Job description

Registered Client Service Associate (Palm Beach, FL)

Join to apply for the Registered Client Service Associate (Palm Beach, FL) role at Oppenheimer & Co. Inc.

Registered Client Service Associate (Palm Beach, FL)

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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 Registered Client Service Associate for their Palm Beach, FL branch office. The RCSA's 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

Seniority level