Wealth Client Services Associate: Grow with Advisors

Oppenheimer & Co Inc; City of Frankenmuth (MI); On-site; USD 55,000 - 75,000; Full time

Job summary

Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate for its Frankenmuth, MI branch.

The RCSA will support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. The role requires superior interpersonal and multi-tasking skills and the ability to work independently or as part of a small team. Candidates should have FINRA Series 7 and 63/65 (or 66) registrations, and a strong understanding of financial instruments, brokerage,

Qualifications

• 5+ years’ experience as a sales assistant/CSA.
• FINRA registrations: Series 7 and 63/65 (or 66) required.
• Strong interpersonal and multitasking abilities with attention to detail.
• Proficiency with MS Office and willingness to learn internal software.
• Ability to maintain confidentiality and work well under time constraints.

Responsibilities

• Support Financial Advisors in sales, marketing and daily operations.
• Answer day-to-day questions from clients and advisors.
• Prepare and process paperwork to open and service accounts.
• Produce analytical reports using various software.
• Assist with marketing efforts and client relationship cultivation.
• Schedule appointments and manage daily workflow.

Skills

Interpersonal skills

Multi-tasking

Confidentiality

Team player

Tech savvy

Tools

MS Office

Docusign

Internal software

Job description

Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate for its Frankenmuth, MI branch.

The RCSA will support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. The role requires superior interpersonal and multi-tasking skills and the ability to work independently or as part of a small team. Candidates should have FINRA Series 7 and 63/65 (or 66) registrations, and a strong understanding of financial instruments, brokerage,