Registered Client Service Associate (Fort Lauderdale, FL)
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Job Location:
Fort Lauderdale, FL - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Who We Are:
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
Oppenheimer & Co. Inc.s Private Client Division is currently seeking a Registered Client Service Associate for their Fort Lauderdale branch office. The RCSAs 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
Qualifications:
- FINRA Registrations: Series 7 and 63/65 (or 66) required (within first six months of hire)
- Fluent in English and Spanish preferred
- 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
Required Experience:
IC
Key Skills
- Restaurant Experience
- Time Management
- Food Service
- Data Entry
- Customer Service
- Direct Support
- Computer Skills
- Serving Experience
- Medical office experience
- Dietary Department Experience
- Medical Terminology
- Phone Etiquette
About Company
A leading global full-service brokerage and investment bank, focused on providing trusted advice and tailored, sophisticated solutions for individuals, families, corporations and institutions.
