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Oppenheimer & Co Inc
Seattle, WA, United States
Career Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Registered Client Service Associate (Seattle) Oppenheimer & Co. Inc. is a diversified financial services firm, offering
Job Source: Oppenheimer & Co IncOppenheimer & Co.
Seattle, WA, United States
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. J
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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 Description
Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Seattle, WA 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.
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
Skills/Requirements Series 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 environment
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
Compensation:
For job postings in Washington, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Washington and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. The current base salary offered for this role is $60,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law.
The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.
Oppenheimer & Co. Inc. will not be providing visa sponsorship for this position now or in the future. Therefore, in order to be considered for this position, you must have the ability to work without a need for current or future visa sponsorship.
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Email Alert for Registered Client Service Associate (Seattle) jobs in Seattle, WA, United States
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