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Registered Client Service Associate (Jericho)

Company: Oppenheimer & Co. Inc.
Location: Jericho
Posted on: May 24, 2023

Job Description:

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 DescriptionOppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY 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.ResponsibilitiesLearn 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 relationships and bring in new ones (prospecting and new lead generation)Assist 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/RequirementsSeries 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

Keywords: Oppenheimer & Co. Inc., New Rochelle , Registered Client Service Associate (Jericho), Other , Jericho, New York

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