Registered Client Service Associate (Stamford, CT)

Oppenheimer & Co; Stamford (CT); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial services firm is seeking a Registered Client Service Associate for their Stamford office. This role involves providing comprehensive administrative support, managing client interactions, and ensuring efficient operation within the branch. The ideal candidate will possess strong organizational skills, proficiency in MS Office, and relevant financial services experience.

Qualifications

• FINRA Registrations: Series 7 and 63/65 (or 66) required within first six months.
• 1-2 years financial services/fixed Income experience preferred.
• Able to interface well with all levels of employees and clients.

Responsibilities

• Provide administrative support including document creation and maintenance.
• Manage calendars and coordinate meetings.
• Interact with clients and provide service.

Skills

Client interaction

Organizational support

Database management

Proficiency in MS Office

Education

Bachelor’s degree

Job description

Who we are

The firm is seeking a Registered Client Service Associate to join our Branch office team in Stamford, Connecticut. 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 in order 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, which includes but not limited to the 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 back-up to other teams and within the branch
• Perform ad hoc duties and work on special projects as necessary

Skills/Requirements

• FINRA Registrations: 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 would be highly beneficial
• Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint
• Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner

• Able to meet designated deadlines and work effectively in a pressurized environment