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Registered Client Service Associate

3 months ago

Montreal, Canada ISTITUTO MARANGONI Full time

Who We Are:

Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment banking, securities, investment management and wealth management capabilities from over 90 offices. Oppenheimer provides a comprehensive array of financial services with an emphasis on providing premier financial advice and guidance.

Job Description

Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Washington DC 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 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
  • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
  • Act with integrity and respect in all situations
  • Cultivate and grow existing client relationships
  • Assist with marketing efforts and plan client events
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
  • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
  • Local office interaction with other support members, Financial Advisors and Management

Skills/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 environment
  • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn 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
  • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
  • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
  • Able to meet designated deadlines and work effectively in a pressurized environment
  • Demonstrate the ability to handle multiple tasks to completion with little or no supervision
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