Wealth Management Client Services Associate

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

Job summary

Oppenheimer & Co. Inc. in Florham Park, NJ seeks a Registered Client Service Associate to support Financial Advisors in sales, marketing, and day-to-day wealth-management operations.

The role requires exceptional interpersonal and multi-tasking skills, a commitment to service excellence, and the ability to work independently as part of a small team. FINRA Series 7 and 63/65 (or 66) and 5+ years' experience are expected, with strong MS Office proficiency and Docusign aptitude.

Qualifications

• Superior interpersonal and multi-tasking skills with meticulous attention to detail.
• FINRA registrations: Series 7 and 63/65 (or 66) required within first three months of hire.
• Basic understanding of financial instruments and brokerage/insurance products.
• 5+ years’ experience as a sales assistant/CSA.
• Proficient with MS Office and able to learn Docusign and internal software programs.

Responsibilities

• Learn and adapt to service the needs of various accounts to answer day-to-day questions from clients and advisors.
• Quickly develop knowledge of forms and account procedures to assist clients.
• Learn to utilize research and technical support tools.
• Produce quality analytical reports using various software programs.
• Act with integrity and respect in all situations.
• Cultivate and grow existing client relationships and assist with marketing efforts.
• Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.
• Prepare and process paperwork to open and service accounts.

Skills

Interpersonal skills

Multi-tasking

Attention to detail

Confidentiality

Team player

Communication

Time management

MS Office proficiency

Client relationship management

Tools

MS Office (Word, Excel, PowerPoint, Outlook)

Docusign

Internal software systems

Job description

Oppenheimer & Co. Inc. in Florham Park, NJ seeks a Registered Client Service Associate to support Financial Advisors in sales, marketing, and day-to-day wealth-management operations.

The role requires exceptional interpersonal and multi-tasking skills, a commitment to service excellence, and the ability to work independently as part of a small team. FINRA Series 7 and 63/65 (or 66) and 5+ years' experience are expected, with strong MS Office proficiency and Docusign aptitude.