Senior Branch Operations Lead - Private Clients

Oppenheimer & Co. Inc.; Jericho (NY); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

Oppenheimer & Co. Inc. is hiring a Branch Senior Operations Specialist for their Private Client Branch in Jericho, NY. This critical role is focused on ensuring service excellence and involves processing money movements, client disbursements, and compliance with firm policies.

Ideal candidates will have over 2 years of financial services experience, strong communication skills, and the ability to manage operational support staff. A competitive salary range of $55,000 to $65,000 is offered, along with potential bonuses.

Qualifications

• At least 2+ years of brokerage/financial services experience with some management experience.
• FINRA Registrations: SIE and Series 99 or Series 7 and 63.
• Strong attention to detail and accuracy.

Responsibilities

• Process money movements of funds in accordance with firm policies.
• Handle client disbursements and delivery.
• Resolve client service issues.

Skills

Attention to detail

Communication skills

Organizational skills

Microsoft Office

Job description

Oppenheimer & Co. Inc. is hiring a Branch Senior Operations Specialist for their Private Client Branch in Jericho, NY. This critical role is focused on ensuring service excellence and involves processing money movements, client disbursements, and compliance with firm policies.

Ideal candidates will have over 2 years of financial services experience, strong communication skills, and the ability to manage operational support staff. A competitive salary range of $55,000 to $65,000 is offered, along with potential bonuses.