Registered Client Service Associate (Stamford, CT) jobs in United States
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Oppenheimer & Co. Inc. · 15 hours ago

Registered Client Service Associate (Stamford, CT)

positionStamford, CT
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate to join their Branch office team in Stamford, Connecticut. The role focuses on servicing clients, managing databases, scheduling, and providing organizational support, while anticipating business needs and handling confidential information.

Financial Services

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

Qualification

FINRA RegistrationsFinancial services experienceMS Office proficiencyBachelor's degreeClient interactionOrganizational supportDeadline managementProfessional communication

Required

FINRA Registrations: Series 7 and 63/65 (or 66) required (within first six months of hire)
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

Preferred

Bachelor's degree preferred
1-2 years financial services/fixed Income experience would be highly beneficial

Company

Oppenheimer & Co. Inc.

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Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.
dateFounded in 1881
location
New York, New York, USA
people-size1001-5000 employees
web-link
https://oppenheimer.com

Funding

Current Stage
Public Company
Total Funding
unknown
1986-09-05IPO

Leadership Team

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Craig Schneider
Managing Director - Regional Director
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Douglas Siegel
Managing Director, Chief Compliance Officer
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Recent News

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PR Newswire
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2025-12-08
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Company data provided by crunchbase