Who We Are:
Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description
The firm is seeking a Registered Client Service Associate to join our Branch office team in Houston, Texas. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.
Responsibilities
Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
Calendar management and coordination of meetings, including all logistics
Database management
Client interaction and service
Provide back-up to other teams and within the branch
Perform ad hoc duties and work on special projects as necessary
Skills/Requirements
FINRA Registrations: Series 7 and 63/65 (or 66) required (within first six months of hire)Bachelor’s degree preferred
1-2 years financial services/fixed Income experience preferred
Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint
Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
Able to meet designated deadlines and work effectively in a pressurized environment
Fluent in English and Spanish is a plus
Read LessWho We Are:
Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description
The firm is seeking a Registered Client Service Associate to join our Branch office team in Boca Raton, Florida. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.
Responsibilities
Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
Calendar management and coordination of meetings, including all logistics
Database management
Client interaction and service
Provide back-up to other teams and within the branch
Perform ad hoc duties and work on special projects as necessary
Skills/Requirements
FINRA Licenses: Series 7 and 63/65 (or 66) required (within first six months of hire)Bachelor’s degree preferred
1-2 years financial services/fixed Income experience would be highly beneficial
Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint
Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
Able to meet designated deadlines and work effectively in a pressurized environment
Fluent in English and Spanish preferred
Read LessWho we are
The firm is seeking a Registered Client Service Associate to join our Branch office team in Stamford, Connecticut. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.
Responsibilities
Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentationsCalendar management and coordination of meetings, including all logisticsDatabase managementClient interaction and serviceProvide back-up to other teams and within the branchPerform ad hoc duties and work on special projects as necessarySkills/Requirements
FINRA Registrations: Series 7 and 63/65 (or 66) required (within first six months of hire)Bachelor’s degree preferred1-2 years financial services/fixed Income experience would be highly beneficialPossess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPointAble to interface and articulate well with all levels of employees and clients in a highly professional and friendly mannerAble to meet designated deadlines and work effectively in a pressurized environment Read LessWho We Are:
Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description
Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Virginia Beach branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards.
Responsibilities
Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisorsQuickly develop knowledge of a variety of forms and account procedures in order to assist clientsLearn to utilize research and technical support toolsProduce quality analytical reports using various software programsPromote Firm services by enhancing relationships with advisors through timely and accurate responses to questionsAct with integrity and respect in all situationsCultivate and grow existing client relationshipsAssist with marketing efforts and plan client eventsPrioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointmentsDemonstrate initiative and desire to increase knowledge of rules, regulations and conceptsLocal office interaction with other support members, Financial Advisors and ManagementSkills/Requirements
Series 7 and 63/65 (or 66) required (within first six months of hire)3+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environmentPossess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programsMust be a team player with an energetic, positive disposition seeking growth and opportunity to expand the roleMust be able to maintain the highest level of confidentialityDemonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skillsAble to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly mannerAble to meet designated deadlines and work effectively in a pressurized environmenDemonstrate the ability to handle multiple tasks to completion with little or no supervision Read LessWho We Are:
Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description
Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Midtown East branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards.
Responsibilities
Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisorsQuickly develop knowledge of a variety of forms and account procedures in order to assist clientsLearn to utilize research and technical support toolsProduce quality analytical reports using various software programsPromote Firm services by enhancing relationships with advisors through timely and accurate responses to questionsAct with integrity and respect in all situationsCultivate and grow existing client relationshipsAssist with marketing efforts and plan client eventsPrioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointmentsDemonstrate initiative and desire to increase knowledge of rules, regulations and conceptsLocal office interaction with other support members, Financial Advisors and ManagementSkills/Requirements
Series 7 and 63/65 (or 66) required (within first six months of hire)3+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environmentPossess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programsMust be a team player with an energetic, positive disposition seeking growth and opportunity to expand the roleMust be able to maintain the highest level of confidentialityDemonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skillsAble to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly mannerAble to meet designated deadlines and work effectively in a pressurized environmentDemonstrate the ability to handle multiple tasks to completion with little or no supervisionCompensation
For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $55,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
Read LessWho We Are:
Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description
Oppenheimer & Co is seeking a Registered Client Service Associate to join the Summit NJ team. The primary responsibility of the role is to support the day-to-day operations of a successful, growing wealth management practice comprised of two advisors and two existing RCSAs. The cornerstone of the practice is impeccable client service and financial planning. This role requires superior interpersonal and multi-tasking skill sets as well as meticulous attention to detail. The candidate should be able to operate independently as well as a member of a 5 – 6 person team. This role will assist in performing a variety of daily support tasks so that the team grows their business, runs smoothly and meets excellent service standards.
Responsibilities
Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisorsQuickly develop knowledge of a variety of forms and account procedures in order to assist clientsLearn to utilize research and technical support toolsProduce quality analytical reports using various software programsAct with integrity and respect in all situationsCultivate and grow existing client relationshipsAssist with marketing efforts Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointmentsPrepare and process paperwork to open and service accountsSkills/Requirements
This role requires superior interpersonal and multi-tasking skill sets as well as meticulous attention to detail and thoroughness FINRA Series 7 and 63/65 (or 66) required (within first three months of hire)A basic understanding of financial instruments and brokerage/insurance productsCertified Financial Planner (CFP) certification preferred5+ years’ experience working as a sales assistant/CSA Possess a high degree of proficiency with technology including 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 roleMust be able to maintain the highest level of confidentialityAble to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly mannerAble to prioritize and meet designated deadlines and work effectively in a pressurized environment under time constraintsDemonstrate the ability to handle multiple tasks to completion with little or no supervisionCompensation
For job postings in New Jersey, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New Jersey and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $60,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
Read LessWho We Are:
Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description
Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Palm Beach, FL branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards.
Responsibilities
Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisorsQuickly develop knowledge of a variety of forms and account procedures in order to assist clientsLearn to utilize research and technical support toolsProduce quality analytical reports using various software programsPromote Firm services by enhancing relationships with advisors through timely and accurate responses to questionsAct with integrity and respect in all situationsCultivate and grow existing client relationshipsAssist with marketing efforts and plan client eventsPrioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointmentsDemonstrate initiative and desire to increase knowledge of rules, regulations and conceptsLocal office interaction with other support members, Financial Advisors and ManagementSkills/Requirements
Series 7 and 63/65 (or 66) required (within first six months of hire)3+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environmentPossess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programsMust be a team player with an energetic, positive disposition seeking growth and opportunity to expand the roleMust be able to maintain the highest level of confidentialityDemonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skillsAble to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly mannerAble to meet designated deadlines and work effectively in a pressurized environmentDemonstrate the ability to handle multiple tasks to completion with little or no supervision Read Less