
Client Relationship Associate
3 days ago
Career Opportunities at Oppenheimer & Co. Inc.
Registered Client Service AssociateOppenheimer & 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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