Wealth Management Client Service Associate

Oppenheimer & Co. Inc.; Los Angeles (CA); On-site; USD 55,000 - 65,000; Full time

Job summary

A leading investment bank in California is looking for a Registered Client Service Associate to support Financial Advisors in their daily operations. The ideal candidate will have over 3 years of experience in a brokerage environment, strong MS Office skills, and the ability to handle multiple tasks independently. The role involves cultivating client relationships, producing reports, and assisting with marketing efforts. The salary range for this position is estimated between $55,000 - $65,000 annually, with potential for bonuses.

Qualifications

• FINRA Registrations required within the first six months of hire.
• 3+ years of experience as a sales assistant/CSA.
• High proficiency with MS Office products.
• Must be a team player with a positive disposition.
• Strong accuracy and thoroughness in daily work.

Responsibilities

• Support Financial Advisors in sales and operations.
• Respond to day-to-day client and advisor questions.
• Produce analytical reports using software programs.
• Cultivate client relationships and assist marketing efforts.
• Prioritize work and meet deadlines.

Skills

FINRA Registrations: Series 7 and 63/65 (or 66)

3+ years’ experience in corporate/brokerage environment

Proficiency with MS Office (Word, Excel, PowerPoint, Outlook)

Strong organizational skills

Ability to handle multiple tasks

Job description

A leading investment bank in California is looking for a Registered Client Service Associate to support Financial Advisors in their daily operations. The ideal candidate will have over 3 years of experience in a brokerage environment, strong MS Office skills, and the ability to handle multiple tasks independently. The role involves cultivating client relationships, producing reports, and assisting with marketing efforts. The salary range for this position is estimated between $55,000 - $65,000 annually, with potential for bonuses.