Client Relationship Associate

3 days ago


City of Glen Eira, Australia Oppenheimer & Co Inc Full time

Career Opportunities at Oppenheimer & Co. Inc.

Registered Client Service Associate

Oppenheimer & Co. Inc., a leading middle-market investment bank and full service broker-dealer, is seeking a skilled Registered Client Service Associate for their Springfield branch office.

The successful candidate will support Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice. Key responsibilities include:

  • Providing exceptional client service and support to various accounts
  • Developing knowledge of account procedures and forms to assist clients
  • Leveraging research and technical support tools to enhance client relationships
  • Promoting Firm services by enhancing relationships with advisors through timely and accurate responses

The ideal candidate will possess:

  • Series 7 and 63/65 (or 66) licenses within the first six months of hire
  • At least three years' experience as a sales assistant/CSA in a corporate/brokerage environment
  • Strong proficiency in MS Office products and ability to quickly learn internal software programs

This role offers opportunities for growth and professional development in a dynamic team environment.



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