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Oppenheimer & Co. Inc. · 2 weeks ago

Registered Client Service Associate (Fort Lauderdale, FL)

Fort Lauderdale, FL

Full-time

Onsite

New Grad, Entry Level

Oppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer. They are seeking a Registered Client Service Associate to support Financial Advisors in sales, marketing, and daily operations within their Private Client Division.

Financial Services

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

Qualification

FINRA Series 7FINRA Series 63/65Analytical reportingFluent in SpanishMulti-taskingClient relationship managementMarketing assistanceInterpersonal skills

Required

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

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

Preferred

Fluent in English and Spanish

Company

Oppenheimer & Co. Inc.

Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.

Founded in 1881

New York, New York, USA

1001-5000 employees

https://oppenheimer.com

Funding

Current Stage

Public Company

Total Funding

unknown

1986-09-05IPO

Leadership Team

Craig Schneider

Managing Director - Regional Director

Douglas Siegel

Managing Director, Chief Compliance Officer

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