Wealth Management Client Service Associate

Oppenheimer & Co. Inc.; Fort Lauderdale (FL); Sur place; USD 52 000 - 66 000; Plein temps

Résumé du poste

Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate for the Fort Lauderdale branch.

The role supports Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. You will work independently and in a small team, handling client inquiries and administrative tasks to ensure service excellence. The position requires FINRA Series 7 and 66 registrations and bilingual English/Spanish capabilities, with a focus on accuracy, integrity and

Qualifications

• FINRA registrations: Series 7 and 66 are required.
• Bilingual in English and Spanish is required.

Responsabilités

• Support Financial Advisors in sales, marketing and daily operations.
• Answer client and advisor questions and manage account procedures.
• Produce reports using various software programs and maintain accuracy.
• Assist with client events and marketing efforts.
• Prioritize tasks, meet deadlines and manage phone messages.

Connaissances

Bilingual (English/Spanish)

Interpersonal skills

Customer service

Multi-tasking

Outils

CRM software

Microsoft Office

Description du poste

Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate for the Fort Lauderdale branch.

The role supports Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. You will work independently and in a small team, handling client inquiries and administrative tasks to ensure service excellence. The position requires FINRA Series 7 and 66 registrations and bilingual English/Spanish capabilities, with a focus on accuracy, integrity and