Wealth Management Support Specialist

Oppenheimer & Co. Inc.; City of Frankenmuth (MI); On-site; USD 55,000 - 75,000; Full time

Job summary

Oppenheimer & Co. Inc. seeks a Registered Client Service Associate at the Frankenmuth branch to support Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice.

The role requires superior interpersonal and multi-tasking skills, the ability to work independently or in a small team, and a commitment to service excellence. FINRA registrations: Series 7 and 63/65 (or 66) are required, with 5+ years' experience as a sales assistant or CSA, and

Qualifications

• Superior interpersonal and multi-tasking skills with attention to detail.
• Ability to operate independently or in a small team.
• Commitment to service excellence in a wealth management setting.

Responsibilities

• Learn to service client and advisor needs across accounts.
• Develop knowledge of forms and account procedures to assist clients.
• Utilize research and support tools to prepare reports.
• Produce quality analytical reports using available software.
• Cultivate and grow existing client relationships and assist with marketing.
• Prioritize daily work, answer phones, schedule appointments, and process paperwork.

Skills

Interpersonal skills

Multi-tasking

Communication

Client relations

Tools

MS Office

Docusign

Internal software

Job description

Oppenheimer & Co. Inc. seeks a Registered Client Service Associate at the Frankenmuth branch to support Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice.

The role requires superior interpersonal and multi-tasking skills, the ability to work independently or in a small team, and a commitment to service excellence. FINRA registrations: Series 7 and 63/65 (or 66) are required, with 5+ years' experience as a sales assistant or CSA, and