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Registered Client Service Associate (Saddlebrook)
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 their branch office in Saddle Brook, New Jersey. 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.
- 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.
Qualifications:
- FINRA Registrations: Series 7 and 63/65 (or 66) required (within first six months of hire).
- 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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