Wealth Management Client Service Associate

Oppenheimer & Co Inc; Jericho (NY); On-site; USD 50,000 - 60,000; Full time

Job summary

Oppenheimer & Co. Inc. in Jericho, NY seeks a Registered Client Service Associate to support Financial Advisors in sales, marketing and daily operations of a wealth management practice.

Ideal candidates will have strong interpersonal and multitasking skills, be able to work independently or in a small team, and assist with client questions, marketing efforts and reporting while upholding confidentiality and service standards.

Qualifications

• FINRA Registrations: Series 7 and 63/65 (or 66) required
• Strong proficiency with MS Office products (Word, Excel, PowerPoint, Outlook)
• Ability to learn internal software quickly

Responsibilities

• Learn and adapt to service the needs of clients and advisors
• Produce quality analytical reports using various software programs
• Cultivate and grow existing client relationships
• Assist with marketing efforts and plan client events
• Prioritize daily work and manage deadlines
• Maintain confidentiality and professional conduct

Skills

FINRA Registrations: Series 7 and 63//

MS Office

Tools

MS Office

Job description

Oppenheimer & Co. Inc. in Jericho, NY seeks a Registered Client Service Associate to support Financial Advisors in sales, marketing and daily operations of a wealth management practice.

Ideal candidates will have strong interpersonal and multitasking skills, be able to work independently or in a small team, and assist with client questions, marketing efforts and reporting while upholding confidentiality and service standards.