Wealth Client Service Associate – Seattle/Bellevue

Oppenheimer & Co Inc; Seattle (WA); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health, Dental & Vision

401(k)

PTO

Paid family leave

Job summary

Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate for their Seattle or Bellevue branch in Washington.

The RCSA will support Financial Advisors in sales, marketing and day-to-day operations, requiring independence and teamwork to help grow the wealth management practice. Responsibilities include servicing client questions, learning account procedures, utilizing research tools, producing analytical reports and supporting events.

Qualifications

• FINRA registrations required within six months of hire.
• 3+ years’ experience as sales assistant/CSA in a corporate/brokerage environment.
• High proficiency with MS Office (Word, Excel, PowerPoint, Outlook) and ability to learn internal software.
• Must be a team player with growth mindset and opportunity to expand the role.
• Maintain the highest level of confidentiality in all dealings.
• Strong organizational skills and accuracy in daily tasks.
• Professional, timely and friendly communication with all levels.

Responsibilities

• Learn to service client and advisor needs for various accounts.
• Develop knowledge of forms and account procedures to assist clients.
• Use research and support tools to generate quality reports.
• Produce analytical reports using company software.
• Support marketing efforts and plan client events.
• Interact with local office staff, advisors and management.
• Answer phones, schedule appointments and manage deadlines.
• Demonstrate initiative and expand industry knowledge.

Skills

FINRA Series 7/63/65

MS Office

Team player

Attention to detail

Communication skills

Multitasking

Tools

Internal brokerage software

Job description

Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate for their Seattle or Bellevue branch in Washington.

The RCSA will support Financial Advisors in sales, marketing and day-to-day operations, requiring independence and teamwork to help grow the wealth management practice. Responsibilities include servicing client questions, learning account procedures, utilizing research tools, producing analytical reports and supporting events.