Wealth Management Client Services Specialist

Oppenheimer & Co. Inc.; Boston (MA); On-site; USD 60,000 - 65,000; Full time

Job summary

Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate to support Financial Advisors in our Boston office. The role involves enhancing client relationships, managing daily operations, and assisting with marketing efforts.

Ideal candidates have over 5 years of relevant experience, hold Series 7 and 63/65 or 66 licenses, and possess strong organizational skills. The position offers a base salary of $60,000 to $65,000 per year, with potential for bonuses.

Qualifications

• 5+ years’ experience working as a sales assistant in a corporate environment.
• Ability to maintain confidentiality and demonstrate accuracy in work.

Responsibilities

• Support Financial Advisors in sales and marketing tasks.
• Assist clients by answering questions and preparing reports.
• Manage daily operations and prioritize work effectively.

Skills

Sales assistance experience

FINRA Series 7

FINRA Series 63/65 or 66

Proficiency with MS Office

Organizational skills

Communication skills

Job description

Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate to support Financial Advisors in our Boston office. The role involves enhancing client relationships, managing daily operations, and assisting with marketing efforts.

Ideal candidates have over 5 years of relevant experience, hold Series 7 and 63/65 or 66 licenses, and possess strong organizational skills. The position offers a base salary of $60,000 to $65,000 per year, with potential for bonuses.