Wealth Management Client Service Associate

Oppenheimer & Co Inc; Florham Park (NJ); Hybrid; USD 60,000 - 65,000; Full time

Job summary

Oppenheimer & Co. Inc. in Florham Park, NJ is seeking a Registered Client Service Associate to support Financial Advisors in sales, service, and daily operations of a growing wealth management practice.

The role emphasizes superior interpersonal and multitasking abilities, confidentiality, and the ability to work both independently and as part of a small team. Comprehensive compliance is required.

Qualifications

• Superb interpersonal and multi-tasking abilities with keen attention to detail.
• FINRA registrations: Series 7 and 63/65 (or 66) within 3 months.
• Understand financial instruments and brokerage/insurance products.
• 5+ years’ experience as a sales assistant/CSA.
• Proficient with MS Office; able to learn Docusign and internal software.
• Team player with professional, confidential approach.
• Able to work under time pressure and with clients/advisors.

Responsibilities

• Support Financial Advisors in sales, marketing and daily operations.
• Answer day-to-day questions from clients and advisors.
• Learn account procedures to assist clients.
• Utilize research and technical support tools.
• Produce quality analytical reports.
• Cultivate and grow client relationships; assist marketing.
• Prioritize daily work, answer phones, schedule appointments.
• Prepare and process paperwork to open and service accounts.

Skills

Interpersonal skills

Multitasking

Attention to detail

MS Office

Docusign

Team player

Confidentiality

Tools

MS Office

Docusign

Job description

Oppenheimer & Co. Inc. in Florham Park, NJ is seeking a Registered Client Service Associate to support Financial Advisors in sales, service, and daily operations of a growing wealth management practice.

The role emphasizes superior interpersonal and multitasking abilities, confidentiality, and the ability to work both independently and as part of a small team. Comprehensive compliance is required.