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.’s Private Client Division is seeking a Registered Client Service Associate to support Financial Advisors in sales, marketing and daily operations at the Florham Park, NJ branch.

The role requires strong interpersonal and multitasking abilities and the capacity to work both independently and in a small team. The candidate will handle client inquiries, assist with account openings, and help grow the practice while maintaining client confidentiality and service excellence.

Qualifications

• 5+ years’ experience working as a sales assistant/CSA.
• FINRA registrations: Series 7 and 63/65 (or 66) required (within first three months of hire)
• A basic understanding of financial instruments and brokerage/insurance products.
• Proficiency with MS Office products (Word, Excel, PowerPoint and Outlook), and the ability to learn Docusign and internal software programs.
• Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
• Must be able to maintain the highest level of confidentiality
• Ability to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
• Able to prioritize and meet designated deadlines and work effectively in a pressurized environment under time constraints
• Demonstrate the ability to handle multiple tasks to completion with little or no supervision

Responsibilities

• Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
• Quickly develop knowledge of a variety of forms and account procedures in order 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
• 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

Team player

Confidentiality

Communication

Tools

MS Office

Docusign

Internal software

Job description

Oppenheimer & Co. Inc.’s Private Client Division is seeking a Registered Client Service Associate to support Financial Advisors in sales, marketing and daily operations at the Florham Park, NJ branch.

The role requires strong interpersonal and multitasking abilities and the capacity to work both independently and in a small team. The candidate will handle client inquiries, assist with account openings, and help grow the practice while maintaining client confidentiality and service excellence.